A good relationship with our clients comes down to a handful of things. One of those things is whether a client trusts that we know more than they do about the type of investing we do at Foster Group.
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
In working with over a hundred prospective clients in the past five and a half years, I’ve found that these are the two most important questions you need to ask yourself...
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?
Do you run a small business that provides a 401(k) plan benefit for your employees? Do you ever wonder if you are following all the right steps to ensure that you are meeting your fiduciary responsibilities as a plan sponsor?
At Foster Group, the most important thing we do is help our clients have peace of mind. The planning, investing and conversations that lead to peace of mind vary from client to client. The benefits, however, are similar.
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 a woman in finance, I often like to think about how far we, as women, have come. A lot has changed for women in finance in the last 50 years, and I hope to see even more changes in the next 50!
What are the primary drivers of a happy retirement and overall wellness?
My time in the financial industry has made me realize that saving is a lot like running. You do not necessarily always want to do it, but you know that it’s good for you and for your future.
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
One of the most important things we do at Foster Group isn’t tangible. It’s emotional. Let's look at some things that you might worry about but wish you no longer had to worry.
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
Foster Group recently launched a new initiative called, “Invested in Women”. Invested in Women will provide opportunities for financial education, solutions, and connections in a variety of formats. In early October, we’ll be hosting our first book club and discussing the book, “Well Aged,” by Ralph Milton.
I’ve spent forty-plus years thinking and talking about “the good life” question. With clients, fellow advisors, my family and friends. And while definitive answers are not easy to come by, it’s clear that how we answer (or don’t answer) the question will have a significant impact on the life-defining choices we make, day after day, year after year.
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
Are you restless with your current career? Here are some steps to help you plan for a “crazy” career change and set some smart guardrails.
