As we hope you know, our highest priority is to help ensure that your financial life is Truly Cared For®, so that you can live a life of meaning and generosity. The client survey we conducted in November was a critical step in helping ensure that we are serving you well.
Gallup recognized Foster Group as a 2021 Exceptional Workplace Award winner. This marks the fourth consecutive year the team at Foster Group has received this award.
After months of speculation, on September 13th, the House Ways and Means Committee released a proposal for tax reform effective in 2022 (and possibly in 2021 for selected provisions). The proposal contains a number of provisions that were expected, and a few surprises that we did not expect.
Foster Group has been recognized in the 2021 CNBC FA 100 list, which ranks the top-rated financial advisory firms in 2021.
Foster Group Company Retirement Plans - Helping You and Your Employees Feel Confident About the Future
Foster Group SelectWealth - Helping you achieve the life and legacy you want.
Foster Group Endowments & Foundations - Helping Your Organization Make a Positive Impact for Years to Come
Foster Group SignatureWealth - a dedicated financial advisor and service team to manage all aspects of your financial life.
How have things changed at Foster Group in the past four months? Below are a few thoughts on what has changed… and a brief comment on what hasn’t.
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
This week, Jason Brown is joined by Lead Advisor, Caleb Brown. Hear Caleb share what he likes most about his job, how his perspective has changed over the years, what he feels clients value the most about working with Foster Group, good and bad money decisions, and what he's hopeful for in the future.
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
For more than 20 years, I ran competitively. Last year, I spent three to four months training consistently and failed to reach one of my goals.
I listened to a great show on the Hidden Brain podcast a couple months ago: Work 2.0 – The Obstacles You Don’t See. The big takeaway was that often the path to success is not about more motivation but removing obstacles. I think the podcast has had a big impact on my life already. Let me explain.
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
