Purpose Before Portfolio
Are you making investment decisions in light of the game you really want to win?
Are you making investment decisions in light of the game you really want to win?
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
The unprecedented relationship between a breakneck rise in home prices, a tripling in interest rates and historically low inventory levels have painted a landscape in housing that’s never been seen before in history. It’s a cautionary tale for some, and a once-in-a-generation opportunity for others, depending on your perspective. Let’s dive in.
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.
There's a lot of talk in the news about recession. Are we in one? Is there one coming? How long or how deep might that recession be? This week, Kent Kramer walks us through what different economists think might occur.
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
What if my spouse is gone tomorrow? What if I live to 110? What If I want to retire as soon as possible? What if I have a Long-Term Care event? Where do you seek guidance, clarity, and understanding on your financial plan to help address these questions?
We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.
As with many things in life, there are usually lessons to be learned from our experiences that can be carried over into other aspects of life. Here are a few things jumping out of an airplane taught me about investing.
Hopefully, you have read my first two blogs that talked about Medicare Supplement and Drug plans and the difference with Medicare Advantage plan designs. The last of this series will talk about the Annual Enrollment Period and what can really happen here.
I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.
Before I joined Foster Group, I served 24 years as a Survival, Evasion, Resistance, Escape (SERE) Specialist in the United States Air Force. It might seem like quite the career transition from Airman to Financial Planner. However, the two paths have more in common than one might expect.
This year has reminded us of the many important roles that fixed income can play in portfolios.