Stuff I’ve Learned
Category: Financial Planning
Random, interesting stuff (at least to me!) I’ve learned since joining Foster Group.
Strengthening Marital Bonds with Orange Juice
Category: Financial Planning
In buying Janna Orange Juice, both of us are getting what we want financially… let me explain.
Stop Doing That!
Category: Financial Planning » Behavioral Finance
We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.
Steps to Take When a Loved One Dies
Category: Financial Planning
The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.
Starting Off on the Right Foot
Category: Financial Planning
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
Spring Training Thoughts for Your Portfolio
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Single Stock- Too Much of a Good Thing
Category: Financial Planning
Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.
Retire To do WHAT
Category: Financial Planning
Refinance
Category: Financial Planning
Raising Kids, Lowering Taxes
Category: Financial Planning
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.
Preparing Your Own Tax Return: Is It Worth It?
Category: Financial Planning
Guest Blogger Eric Wahlstrom, CPA. With easy access to online or off-the-shelf software, preparing your own tax return is often appealing as an affordable, logical option.
Positive Planning Opportunities in a Negative Market
Category: Financial Planning
Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.
Planning for Retirement? Practice Could Make Perfect
Category: Financial Planning
Retirement isn’t a reward you one day receive at random. It’s not something you jump into without a thought in mind. You work up to this day with purpose, precision, and dedication.
Planning and Puppies 101
Category: Financial Planning
I bought a puppy back in April, and it has been one of the most challenging things of my adult life. Training a new puppy is hard work and takes a lot of intentionality and thought. The same can be said about building a financial plan. I have a few tips that might help others avoid my mistakes.
Physicians: Debt vs Savings, Which Comes First?
Category: Financial Planning
Young physicians often ask, “Should I focus more aggressively on paying down my debt, or should I just do the minimum and try to save as much as possible?” That’s an excellent question, with lots of variables and layers.
Permanent Life Insurance Policies Need Reviews Too!
Category: Financial Planning
Is your life insurance policy performing as well as it could be? Guest blogger Eryka Morehead explains some factors that could be undermining your policy’s performance.