Psychology and Wealth
The different ways people react to and treat wealth and finances is fascinating. Although not everyone can be put in a box, there are five main personality types when it comes to psychology and wealth: Neuroticism/Emotional Stability, Conscientiousness, Agreeableness, Extraversion, and Openness.
Raising Kids, Lowering Taxes
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
Refinance
Retire To do WHAT
Retirement is Just the Start!
Retirement Planning Through a Crisis
Retirement Planning: Understanding Your Options | Financial Perspectives
Retirement planning can seem daunting, but it doesn’t have to be. This week, Matt Moklestad and Geoff Christy from Foster Group's Institutional team have a conversation around the retirement plan landscape: what are common questions and what possible actions could you take regarding your plan.
Round Two: Stimulus Aid Arrives
The aid package was just one part of a larger funding bill, and it contained many provisions, most notably an additional round of direct payments to Americans.
Things You Can Do Today to Be Ready for Retirement
We often see a lot in the news about how many people aren’t prepared for retirement. But saving for retirement in a 401k doesn’t have to be scary or complicated.
Three Categories of Risk for Retirement Income
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
Three Commonly Missed Opportunities by Executives
I’ve had the opportunity to work with a number of executives over the years and have found some commonly missed financial opportunities.
Three Ways to Make Saving Automatic
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
Three Ways to Teach Kids Important Financial Skills
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
Time to Revisit Your Cash Reserve Fund
Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life.
Tips for Setting Financial Goals in Marriage
If the financial goals conversation seems intimidating to you, know that you are not alone!
Tips to Help Keep You on Track for Your Financial Goals
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.
To Refinance or Not…That is the Question
Umbrella Insurance Is Just a Catch All Policy, Right?
Guest Blogger Tim Hibbing. Umbrella policies are becoming more and more popular in our litigious culture.