How to Make Sense of Goals You Set
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
My General Contractor and I
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
Your Legacy Can Be More Than Money
In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?
What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
What Does It Mean to Be an Investor? – Part Two
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
Preparing Your Heirs for the Great Wealth Transfer
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
How to Start Talking with Kids About Money
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
Your Legacy Can Be More Than Money
In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?
What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
What Does It Mean to Be an Investor? – Part Two
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
Preparing Your Heirs for the Great Wealth Transfer
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
How to Start Talking with Kids About Money
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
Three Ways to Teach Kids Important Financial Skills
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
Give. Laugh. Love.
Legacy is a strange topic. We all think about it, but it means something different to everybody. How do you want to be remembered?
Money Silence Hurts Families – Three Tips to Break the Cycle
If you think talking about money with your spouse, parents, or children is difficult, you are not alone. Here are three tips to get started on a healthier money talk journey with your loved ones.
Preparing the Next Generation: Three Keys to a Long-Term Mindset
How do we prepare our young people to lead and do it quickly?
Does Your Workplace Cultivate a Championship Team?
I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate.
Webinar: Straight Up Money Talk
Starting a conversation about money with your children or grandchildren can be difficult, but Foster Group can help. Learn why it’s important to be a positive and proactive role model, how your childhood experiences with money can influence your behaviors and thoughts, and financial lessons you can share with kids of all ages to help position them for success.