Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
I’ve spent forty-plus years thinking and talking about “the good life” question. With clients, fellow advisors, my family and friends. And while definitive answers are not easy to come by, it’s clear that how we answer (or don’t answer) the question will have a significant impact on the life-defining choices we make, day after day, year after year.
Foster Group recently launched a new initiative called, “Invested in Women”. Invested in Women will provide opportunities for financial education, solutions, and connections in a variety of formats. In early October, we’ll be hosting our first book club and discussing the book, “Well Aged,” by Ralph Milton.
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
One of the most important things we do at Foster Group isn’t tangible. It’s emotional. Let's look at some things that you might worry about but wish you no longer had to worry.
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
My time in the financial industry has made me realize that saving is a lot like running. You do not necessarily always want to do it, but you know that it’s good for you and for your future.
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
One of the most important things we do at Foster Group isn’t tangible. It’s emotional. Let's look at some things that you might worry about but wish you no longer had to worry.
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
My time in the financial industry has made me realize that saving is a lot like running. You do not necessarily always want to do it, but you know that it’s good for you and for your future.
What are the primary drivers of a happy retirement and overall wellness?
As a woman in finance, I often like to think about how far we, as women, have come. A lot has changed for women in finance in the last 50 years, and I hope to see even more changes in the next 50!
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?
“Past performance is not indicative of future results.” Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?
