Lessons from the Final 4
Category: Financial Planning
5 Investor Lessons Courtesy of COVID-19
Category: Financial Planning » Behavioral Finance
2020 is a year we’ll all remember though in many ways we want to forget it.
A “Real” Estate – Part One
Category: Foster Group
As a financial advisor for the past 28 years, I’ve been asked about real estate hundreds of times. Every type of real estate carries pros and cons, risks and rewards.
“60% of the Time, It Works Every Time.”
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.
Thermostats and Peanut Butter Jars
Category: Financial Planning » Cashflow
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
High Profit vs Low Profit: The Returns Are In!
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?
Advisor Spotlight: Brad Rempe | Financial Perspectives
Category: Foster Group
This week, Jason Brown is joined by Senior Lead Advisor, Brad Rempe. Hear Brad share what he likes most about his job, how his perspective has changed over the years, what he feels clients value the most about working with Foster Group, and what he's hopeful for in the future.
Annual Financial Plan Physical
Category: Foster Group
Uncle Sam Wants His Money
Category: Financial Planning » Cashflow
Seeing the Plan Through
Category: Financial Planning
Life is Full of Taxes
Category: Financial Planning
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.
Asking the Right Question
Category: Financial Planning » Behavioral Finance
As a paramedic, my dad built a career out of caring for people, and in virtually every instance, did so by starting with one simple question: "What hurts?" For over 30 years now at Foster Group, we've been asking the same question.
Physicians: Debt vs Savings, Which Comes First?
Category: Financial Planning » Cashflow
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.
Vaccine for Physician Pocketbooks
Category: Investing » Asset Allocation
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.
457(b): The Good, The Not so Good, and The Not Good at All
Category: Financial Planning
457(b) plans can be a great vehicle for retirement savings if available, but they are often complex and come with restrictions 401(k) and 403(b) plans don't have.
Fantasy Football and Financial Planning: What is your strategy?
Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan.