Foster Group - Financial Planning Insights

SECURE Act Signed Into Law. How Will This Impact Your Plan?

Category: Financial Planning » Estate & Transfer Planning

By Zach Dalluge

01/16/2020

In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?

Why I Hate New Year’s Resolutions

Category: Financial Planning » Behavioral Finance

By Alex Battani

01/14/2020

Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.

Top 2019 Foster Group Blogs

Category: Foster Group

By Foster Group

01/03/2020

At the end of every year, we like to gather and share some of our most popular blog posts. Check them out!

Embrace Uncertainty!

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

12/30/2019

We may not like uncertainty, but we need to understand and embrace it to keep ourselves positioned for both survival and success.

The Ins and Outs of Paying Student Loan Debt

Category: Financial Planning » Behavioral Finance

By Zach Dalluge

12/20/2019

Whether you are working on paying down student debt yourself, or have children looking to do so, below are some questions to consider.

Not All Advisors Are Created Equal

Category: Foster Group

By Ross Polking

12/18/2019

If you are in the market for a financial advisor, rehearse these three questions before sitting down with a potential suitor.

Confirming What You Know

Category: Financial Planning » Behavioral Finance

By Kyra Wells

12/17/2019

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?

An Executive’s Financial Guide

Category: Financial Planning » Estate & Transfer Planning

By Foster Group

12/16/2019

Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.

Who Really Needs a Financial Advisor?

Category: Foster Group

By Jason Brown

12/13/2019

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.