Q1 Wrap Up: Ukraine, Inflation, Interest Rates | Financial Perspectives

The first quarter of 2022 is in the books and once again, surprising events dominated the news. Russia invading Ukraine and the continued climb in inflation were the focus of attention and for good reason. In this week's Financial Perspectives, we'll take a look at what is happening in markets and the global economy and what investors may want to know.

What If…

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?

What is your Legacy?

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.

What Makes You Cry?

As someone who works at a financial planning and investment management firm, I think itÆs a question we should probably be asking our clients more often.

What Really is the Annual Enrollment Period?

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.

What Tax Documents Do Investors Need to File?

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.

What the Air Force Taught Me About Being a Financial Advisor

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.