Foster Group - Financial Planning Insights

3 Options to Help Keep Your Ducks in a Row

Category: Financial Planning » Cashflow

By Foster Group

06/09/2020

Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.

4 Reasons You Should Hire a Financial Advisor Right Now

Category: Foster Group

By Foster Group

06/08/2020

When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.

What I Think About When Working From Home

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Walt Mozdzer

05/29/2020

In the blink of an eye, it seems, our lives have taken a major turn, because of a sneaky, harmful, invisible germ. The concept of uncertainty is real and palpable.

How Could You Use Your Stimulus Check?

Category: Financial Planning » Behavioral Finance

By Brittany Heard

05/27/2020

You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.

Grow Through What You Go Through

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Nikki Nee

05/22/2020

While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.

Mutual Funds and ETFs: What’s the Difference?

Category: Investing » Foster Group Investment Principles » Advance with Science

By Ryan Lamoureux

05/19/2020

There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.

Five Reasons to Consider a Roth IRA Conversion

Category: Financial Planning

By Andy Mullan

05/15/2020

The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions.

No Better Time to Deploy Your Donor Advised Fund

Category: Financial Planning » Charitable Giving

By Wade Den Hartog

05/15/2020

One of the best vehicles to help our clients meet their charitable giving goals is a Donor Advised Fund (DAF). Having a DAF in place for times like these is important to help meet the needs of your community.