Refinance
Category: Financial Planning » Cashflow
Minor Decisions, Major Effect
Category: Investing
When It’s Time to Call in a Pro
Category: Foster Group
Hiring a pro is never a cut and dried decision but when it’s necessary, I’ve found that I gain time, peace of mind, and often better results than what I could have achieved on my own. While I’m still a DYI’er at heart, I have learned to recognize when it’s time to call in a pro!
How Do I Get Started with Foster Group?
Category: Foster Group
When it comes to engaging with Foster Group, we want the first step to be not only easy; but insightful, engaging, and intuitive, as well.
Do You Have an All-Weather Portfolio?
While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.
Three Ways to Make Saving Automatic
Category: Financial Planning » Behavioral Finance
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
Biases
Category: Financial Planning » Behavioral Finance
Alphabet Soup at Foster Group
Category: Foster Group
Our goal at Foster Group is to create an exceptional client experience. One way we try to achieve that is by having exceptional advisors.
Four Ways to Connect with Foster Group
How can you stay connected financially during this time?
Five Reasons to Consider a Roth IRA Conversion
Category: Financial Planning
The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions.
How the National Debt Affects You
Category: Financial Planning
The rising U.S. national debt has been a topic of conversation for many years and 2020 has magnified the focus on this issue.
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.
Mega Backdoor Roth IRAs: What You Should Know
Category: Financial Planning
A mega backdoor Roth is a great option to quickly build a tax-free bucket of money for individuals who have maxed out other retirement savings vehicles, still have surplus to be invested, and have a 401(k) plan that allows for this strategy. Consider this an additional tool in your toolbox.