Starting Off on the Right Foot
The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
The Invisible Tax
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
The Magic of Writing a Letter
How the magic of writing a letter could help convey your intentions to a beneficiary.
The Once a Year Approach to Looking at Investments
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
The Power of Delegation for Executives
Webinar: ThanksGIVING
Webinar: Time to Go From Saving to Spending
You've spent decades saving for retirement. But actually using those assets takes a different mindset. In this complimentary webinar, you'll learn how to make the transition easier.
What Can You Do Before the 2021 Tax Deadline?
What Can You Do Before the 2021 Tax Deadline?
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
What to Do If Forced Into Retirement Early
Yet, all too often, there is a second group of retirees for whom retirement is filled with uncertainty. Let’s say that at age 58, suddenly you are forced to retire. This could be a full five to seven years before you planned. What do you do now?
When to Review Your Estate Plan
Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.
Who Is Your Team’s Financial General Manager
Why I Hate New Year’s Resolutions
You Bring Your Vision; We’ll Draw the Map
At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions