Helping Others Grieve
Category: Financial Planning
Home Sweet Home, or an Investment?
Category: Financial Planning
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
How One Client Lives a Meaningful, Generous Life
Category: Financial Planning
At Foster Group, we encourage our clients to live lives of meaning and generosity, and some of our clients embody this. Of all the amazing stories I’ve heard, the following has impacted me most deeply.
Who Run the World? Girls!
Category: Financial Planning
Women currently influence nearly half the wealth in the United States and will likely influence 75% of the wealth by the year 2030.
Money and Emotions
Category: Financial Planning
The first step to managing emotions in financial decisions is to understand the script or story you are telling yourself about money and where it came from.
How Could You Use Your Stimulus Check?
Category: Financial Planning
You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.
It’s College Planning Time. Are Your Finances Ready?
Category: Financial Planning
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
Estate Planning Opportunities in a Low Interest Rate Environment
Category: Financial Planning
Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.
Refinance
Category: Financial Planning
To Refinance or Not…That is the Question
Category: Financial Planning
While our advice for nearly everyone is to sit tight when it comes to their investments, there is a move we’d encourage nearly everyone to consider – refinance your mortgage.
When Lightning Strikes
Category: Financial Planning
Is your financial plan ready to weather a storm? Will you be caught off guard, as we were just weeks ago, or are you prepared? One of the advantages of working with a Financial Advisor is that he or she will build a plan that takes into account the inevitability of future storms.
Alphabet Soup
Category: Financial Planning
Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.
Teaching Your Kids to be Grateful and Giving
Category: Financial Planning
Most of the time, it is not so much how we directly “teach” our kids about the value of money but rather how we model and speak about money around them.
Starting Off on the Right Foot
Category: Financial Planning
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
Who Is Your Team’s Financial General Manager
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.
Focus on What You Can Control
Category: Financial Planning
At Foster Group, we focus on what we can control and embrace uncertainty. So, when it comes to your financial plan, what are the areas we can help you control?
No Better Time to Deploy Your Donor Advised Fund
Category: Financial Planning
One of the best vehicles to help our clients meet their charitable giving goals is a Donor Advised Fund (DAF). Having a DAF in place for times like these is important to help meet the needs of your community.
Set It and Don’t Forget It
Category: Financial Planning
Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.