My Favorite Blog Posts and Podcast Episodes from 2020
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
Market volatility tends to unnerve even the calmest of investors. How do we know what to hold and how much to hold at any particular time? That’s a crucial question, but the answer does not need to be complicated.
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
A Q&A with Senior Lead Advisor, Phil Kruzan.
Several frequently asked questions regarding the CTA and its new reporting requirements that will impact millions of business entities and, more specifically, their owners.
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.
A good relationship with our clients comes down to a handful of things. One of those things is whether a client trusts that we know more than they do about the type of investing we do at Foster Group.
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
The IRS is allowing some people to skip their Required Minimum Distributions (RMDs) from inherited IRAs. If you inherited an IRA in 2020 or later, you may not need to make a distribution this year. Read for some background.