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Focus on What You Can Control

Category: Financial Planning
By Wade Den Hartog
08/10/2020

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?

Set It and Don’t Forget It

Category: Financial Planning
By Wade Den Hartog
04/18/2019
Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.

Alphabet Soup

Category: Financial Planning
By Wade Den Hartog
06/01/2021

Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.

When Lightning Strikes

Category: Financial Planning
By Wade Den Hartog
10/19/2021

Is your financial plan ready to weather a storm? Will you be caught off guard, as we were just weeks ago, or are you prepared? One of the advantages of working with a Financial Advisor is that he or she will build a plan that takes into account the inevitability of future storms. 

Steps to Take When a Loved One Dies

Category: Financial Planning
By Guest Blogger
02/04/2020
The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.

Health, Wealth, and Time

Category: Financial Planning
By Guest Blogger
03/04/2020
David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.