It’s College Planning Time. Are Your Finances Ready?
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?
Is the Stock Market a Glass Half Full?
The month of January was marked by negative returns for global stock markets. But, as the well-worn phrase, “Is your glass half full or half empty?” implies, our view of, or the way we feel about the state of markets as investors, may be more related to our personal dispositions than what the numbers indicate.
Is Leasing Right for You?
October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?
Focus on What You Can Control
At Foster Group, we focus on what we can control and embrace uncertainty. So, when it comes to your financial plan, what are the areas we can help you control?
Five Things to Consider Before Referring Your Client to a Financial Advisor
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
Five Reasons to Consider a Roth IRA Conversion
Five Myths Your Landlord Wants You To Believe
It can be difficult to discern fact from fiction when dealing with landlords. A misunderstanding of these key issues can have serious consequences for your practice. The following information should help dispel some common myths and prevent costly mistakes in your next lease negotiation.
Five Ideas for Charitable Tax Savings
Five ideas for integrating your finances and your philanthropy.
Fitch Downgrade – A Closer Look
Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free.
Financial Risks That Are Not in the News
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
Financial Mechanic’s Toolbox: DIY or Expert Help?
I’d love to be the person who can tell you why a car squeaks when you drive it and who could fix it. But as time goes by and I haven’t developed those skills, I’m coming to grips with the fact that it probably just isn’t in my wheelhouse. It’s not that I couldn’t learn, it’s that I’d rather focus on and learn about other things. There comes a point with your personal finances when you need to decide what you’ll do and what you’ll pay someone else to do.
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?