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?
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
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.
When I was in my early 20’s, I attended a lecture I haven’t forgotten. I don't remember much. But I remember the question it encouraged me to consider: “What does the world require of you?”
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
For a minute, I want to think broadly about the question, “What does it mean to be an investor?”
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
Insurance is one of the few things you buy which you never hope to benefit from, because that typically means something bad has happened. I encourage you to take a few minutes to confirm items that could make a massive impact on your financial situation if an accident were to happen.
Guest Blogger Tim Hibbing. Umbrella policies are becoming more and more popular in our litigious culture.
Two Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Charles Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, September 10th.
Two Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Charles Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, September 10th.
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.
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.
If the financial goals conversation seems intimidating to you, know that you are not alone!
