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
The Three To-Do’s in the Fourth Quarter
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
Thermostats and Peanut Butter Jars
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
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