Business Owners, Beware of the “Missing Middle”
Category: Financial Planning
For many family businesses, the lack of clear succession plans is the most significant challenge.
The Power of Invitation
Category: Financial Planning
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
The Magic of Writing a Letter
Category: Financial Planning
How the magic of writing a letter could help convey your intentions to a beneficiary.
Preparing the Next Generation: Three Keys to a Long-Term Mindset
Category: Financial Planning
How do we prepare our young people to lead and do it quickly?
A Rude Awakening — You Need an Estate Plan Today!
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
Party of 4 – Estate Planning Basics to Celebrate
Category: Financial Planning
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
The Second Home: A Different Kind of “Bond” Investment
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
Teaching — and Learning from — Our Kids: What Kind of Spender Are You?
Category: Financial Planning
As a financial planner and a parent who didn’t grow up with the benefit of family financial literacy, I’m always looking for creative ways to teach my kids about money. Read more to see how a simple family trip revealed three unique spending styles.
Inflation? We’ve planned for this.
Category: Financial Planning
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
The Second Home: A Different Kind of “Bond” Investment
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
Teaching — and Learning from — Our Kids: What Kind of Spender Are You?
Category: Financial Planning
As a financial planner and a parent who didn’t grow up with the benefit of family financial literacy, I’m always looking for creative ways to teach my kids about money. Read more to see how a simple family trip revealed three unique spending styles.
Inflation? We’ve planned for this.
Category: Financial Planning
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
Cheers to Johnny D!
Category: Financial Planning
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.
Raising Kids, Lowering Taxes
Category: Financial Planning
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
What’s In Your (Charitable) Toolbox?
Category: Financial Planning
Our vision at Foster Group is to influence thousands of individuals, families, and organizations with wise financial counsel while encouraging the pursuit of meaningful living and generous giving. One of the ways we like to do this is by expanding our clients’ giving toolbox.
Do You Have a Financial Caddy?
Category: Financial Planning
A professional golfer would be incomplete without his or her Caddy. The same is true for you and your finances. I believe a good financial plan is incomplete without a Caddy, aka a Financial Advisor, to help you navigate life.
My General Contractor and I
Category: Financial Planning
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
Spring Clean Your Financial Plan
Category: Financial Planning
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
How Deep Is Your Bullpen?
Category: Financial Planning » Charitable Giving
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
Thermostats and Peanut Butter Jars
Category: Financial Planning
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
Lessons from the Final 4
Category: Financial Planning