Webinar: Navigating Elder Care
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
Welcome to the noisiest time of the year, with pundits predicting boom or bust for your portfolio in 2022. In the webinar, you'll learn about: The risk of acting on predictions, the importance of a long-term investment plan, and predictions that never panned out.
Research shows women receive less investment information than men. Let's fix that! In this webinar, you'll learn what to look for in an advisor, determine the right time to engage one, and how to take advantage of all your resources for peace of mind.
Have you ever wondered what your fiduciary liability is as a 401(k)-plan sponsor? And if you’re taking the right steps to protect yourself? This webinar may be for you if you are asking yourself questions such as: What process should I use to make decisions about our 401(k) plan? Or how should I compare our 401(k) plan services and costs to other options available in the marketplace?
What is true wealth? That’s a question we ask our clients at Foster Group. It’s a question we ask ourselves. I’d like to share a story that reminded me of what this means to me.
What is true wealth? That’s a question we ask our clients at Foster Group. It’s a question we ask ourselves. I’d like to share a story that reminded me of what this means to me.
At Foster Group, the most important thing we do is help our clients have peace of mind. The planning, investing and conversations that lead to peace of mind vary from client to client. The benefits, however, are similar.
In working with over a hundred prospective clients in the past five and a half years, I’ve found that these are the two most important questions you need to ask yourself...
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.
How can answering two key questions potentially change your perspective on retirement?
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.
A good relationship with our clients comes down to a handful of things. One of those things is whether a client trusts that we know more than they do about the type of investing we do at Foster Group.