The Four Uses of Money
Category: Financial Planning » Retirement Planning
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
The Invisible Tax
Category: Financial Planning » Retirement Planning
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
Category: Financial Planning » Behavioral Finance
How the magic of writing a letter could help convey your intentions to a beneficiary.
The Once a Year Approach to Looking at Investments
Category: Financial Planning » Retirement Planning
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
Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?
The Three To-Do’s in the Fourth Quarter
Category: Financial Planning » Retirement Planning
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
Category: Financial Planning » Retirement Planning
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
Things You Can Do Today to Be Ready for Retirement
Category: Financial Planning » Retirement Planning
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.
What’s Next?
Category: Financial Planning » Retirement Planning
Recently, I came across a TedX talk that featured Dr. Riley Moynes. After retiring from the financial industry, he wrote a book called,” The Four Phases of Retirement”.* Because the talk was helpful for me, I wanted to share the four phases with you.
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
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.
Why I Hate New Year’s Resolutions
Category: Financial Planning » Retirement Planning
Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.
You Bring Your Vision; We’ll Draw the Map
Category: Financial Planning » Retirement Planning
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