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Blind Spots
Category: Financial Planning
Biases
Category: Financial Planning
Balance Sheet Liquidity: What Is It? How Do I Approach It?
Category: Financial Planning
I am extremely fortunate to work with many different types of clients. Some of my favorite clients are the owners of privately owned businesses. There are always opportunities to have conversations that go well beyond managing investments.
Avoiding Probate Just Got a Little EasieràFor Certain Estates
Category: Financial Planning
Currently in Iowa, if a decedent owns personal property that totals $25,000 or less and that property would normally pass under a Will or the intestate statute, you can skip probate with just an affidavit.
Asking the Right Question
Category: Financial Planning » Behavioral Finance
As a paramedic, my dad built a career out of caring for people, and in virtually every instance, did so by starting with one simple question: "What hurts?" For over 30 years now at Foster Group, we've been asking the same question.
Are You Really Ready to Exit Your Business?
Category: Financial Planning
It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?