Foster Group - Financial Planning Insights

Earth-Bound Aces Strive for More Than Financial Flyover

By Walt Mozdzer

08/06/2021

Recently, I attended the Kansas City Air Show and witnessed the precision acrobatics of the Navy’s Blue Angels, a team of six intensely trained pilots performing incredible high-flying stunts. Foster Group financial advisors are not known for performing at 10,000 feet, but we are catalysts for positive life change and, unlike static aircraft displays at a two-day event, we will continue our work tomorrow, next week, next month, and next year.

2022’s Financial To-Do List

Category: Financial Planning » Cashflow » Budget Spreadsheet

By Andy Mullan

02/01/2022

As we kick off 2022, many of us likely have decided on a few financial New Year’s resolutions. Starting the year off on the right foot is important to accomplish your 2022 financial goals. Here are a few ideas to consider when planning for the year ahead.

When Market Volatility Creates Opportunity

Category: Financial Planning » Behavioral Finance

By Andy Mullan

06/20/2022

The first half of 2022 has proven to be challenging for investors. Being an investor during volatile markets isn’t easy, but there are a few strategies to consider in order to make the best of a difficult situation.

Navigating the Course of Retirement Planning

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio

By Andy Mullan

06/15/2023

Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.

Prioritize Your Financial Goals

Category: Financial Planning » Cashflow » Budget Spreadsheet

By Nikki Nee

08/22/2023

The best way to accomplish your financial goals is by being intentional with the money that comes in. Identify the priorities you have for your money. You could break those priorities into four categories: Due, Extend, Gift, and Spend.

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.

How Will You Pay for Long-Term Care?

Category: Financial Planning

By Nikki Nee

07/06/2021

Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?

Making Time

Category: Foster Group

By Stacie Neussendorfer

07/19/2019

In our fast-paced, busy world, slowing down and taking the time to notice the things and people around you can be a challenge.

Estate Planning in a Digital Age

Category: Financial Planning » Estate & Transfer Planning » Advanced Techniques

By Stacie Neussendorfer

06/15/2018

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Key Considerations as Payments Resume on Student Loans in 2023

Category: Financial Planning » Education Planning » Cost of Education

By Kadin White

07/27/2023

Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.

What You Need to Know About Public Service Loan Forgiveness

Category: Financial Planning » Education Planning » Cost of Education

By Kadin White

11/18/2021

Recently, the Department of Education announced some changes to the Public Service Loan Forgiveness program because of the impact of COVID-19. Now, more than ever, it’s important to seek professional help related to these matters.

Why should you have a budget?

Category: Financial Planning » Cashflow » Budget Spreadsheet

By Kadin White

12/13/2023

The word, budget, can induce fear and anxiety for some people. But I would argue that creating a budget and being disciplined in the process creates more freedom and flexibility than the alternative.

CFP or ChFC, What’s the Difference?

Category: Foster Group

By Kadin White

11/08/2019

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.