How to Plan Your Digital Legacy
Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.
How Deep Is Your Bullpen?
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.
Hiking Through the Financial Wilderness
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.
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?
Financial Planning for Women: Preparing for a Longer Life Expectancy
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
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?
Estate Planning Opportunities in a Low Interest Rate Environment
Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.
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?
Estate Planning Opportunities in a Low Interest Rate Environment
Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.
Don’t Leave Your Last Round to Chance
I certainly would argue that building a business is more than just a dice game, but both involve risk. How you fill out your scoresheet in Yahtzee is a good example of what business owners might decide to do with their business profits.
Building a Framework for Family and Charitable Gifts
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
Avoiding Probate Just Got a Little EasieràFor Certain Estates
An Executive’s Financial Guide
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!