Confirming What You Know

Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences? 

Who Really Needs a Financial Advisor?

The truth is, I donÆt think everyone needs a financial advisor. In my limited time in the industry, here are some of the reasons I think working with a financial advisor might be a good idea.

CoreWealth Brochure

Led by smart technology, the CoreWealth team at Foster Group can help you build a solid foundation for financial success. We want nothing more than for you and your financial life to be Truly Cared For®.

Life is Full of Taxes

As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

CFP or ChFC, What’s the Difference?

Knowing the educational scope of a specific designation will help you feel comfortable that the financial advisor you are working with has the knowledge and experience to help you pursue your goals.