Why I Try Not to Pay Attention to the News
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.
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?
Before I joined Foster Group, I served 24 years as a Survival, Evasion, Resistance, Escape (SERE) Specialist in the United States Air Force. It might seem like quite the career transition from Airman to Financial Planner. However, the two paths have more in common than one might expect.
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.
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?
Before I joined Foster Group, I served 24 years as a Survival, Evasion, Resistance, Escape (SERE) Specialist in the United States Air Force. It might seem like quite the career transition from Airman to Financial Planner. However, the two paths have more in common than one might expect.
We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.
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?