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.
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?
In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?
“Wealth” is a relative term. For many, if not most people, wealth has a lot to do with money. But there are those who have a lot of money who would gladly trade it for a happy marriage, or great health, or a clear conscience. The definitions of wealth are truly limitless, unique to each of us.
Success isn’t about perfection—it’s about progress. By celebrating small wins and adapting to life’s changes, we can stay motivated and turn our goals into reality. Read on to discover how shifting your perspective could lead to a more fulfilling journey.
The key to it all is intentionality, which may seem odd when the subject is random generosity. But if you’re not intentional about carrying cash, being aware, and engaging people in need, you’re going to miss the opportunity to experience even more joy during the holiday season!
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.
While executive benefits such as stock options, other equity compensation, and deferred compensation can be powerful accumulation tools, knowing how they fit into your overall financial picture can be challenging.
Does war in Israel mean a big market meltdown? It’s hard to escape the war news. One way to think about the future is by looking at the past for similar circumstances.
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.
529 plans can be a great way to save for future education costs for your loved ones. The State of Iowa recently made a few improvements to the College Savings 529 plan.
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.
Retirement planning is a journey, and it is natural to have questions along the way. Here are some of the most important questions clients often ask me as a 401(k)-plan advisor.
