Blind Spots
Category: Financial Planning
Brock Purdy and the Importance of Inconsequential Decisions
Category: Financial Planning
One seemingly small decision that no one thought would matter made a significant difference for the Bay Area team and its fans...
Building a Framework for Family and Charitable Gifts
Category: Financial Planning
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
Business Owners, Beware of the “Missing Middle”
Category: Financial Planning
For many family businesses, the lack of clear succession plans is the most significant challenge.
Can You Ever Have Enough?
Category: Financial Planning » Retirement Planning
There is always more stuff to do or buy. There are always more “what if’s” for which to account. It’s a rare creature who has found contentment in what they already have, a person who no longer searches for the next thing or feels empty because of what they do not have.
CARES Act Q&A
Category: Financial Planning
Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
Cars, Planes, and Market Crashes
Category: Financial Planning
Since becoming a pilot about 6 years ago, I’m often asked about plane crashes. If you are an investor, the odds of enduring a market crash are almost 100%. Just as I have to do when flying, at Foster Group, we plan ahead for a market correction by using sound planning and investing.
Celebrating Saying Goodbye Day
In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys.
College Planning: Don’t Wait to File Your FAFSA
Category: Financial Planning
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
Confirming What You Know
Category: Financial Planning
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?
Debt- A Useful Tool or Financial Burden
Category: Financial Planning
After 30 years of helping people think about all aspects of their financial plan, here are some thoughts on personal debt.
Disability Review
Category: Financial Planning
Discover the Real Meaning of Financial Independence
Category: Financial Planning
In my daily work with clients, the question often comes down to, “How much do I need to retire comfortably?” My usual answer is, “How long are you going to live, and what do you want to eat?!”
Dividing Finances in Divorce
Category: Financial Planning
If you or someone you know is going through the divorce process, make sure they have the right team in place to guide them throughout with the entire process. As a Certified Divorce Financial Analyst (CDFA), I can help walk through the complexities.
Do Headlines Cause You to Take Action?
Category: Financial Planning
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
Do You Have a Financial Caddy?
Category: Financial Planning
A professional golfer would be incomplete without his or her Caddy. The same is true for you and your finances. I believe a good financial plan is incomplete without a Caddy, aka a Financial Advisor, to help you navigate life.