Webinar: Creating Your Paycheck in Retirement
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
Have you ever wondered what your fiduciary liability is as a 401(k)-plan sponsor? And if you’re taking the right steps to protect yourself? This webinar may be for you if you are asking yourself questions such as: What process should I use to make decisions about our 401(k) plan? Or how should I compare our 401(k) plan services and costs to other options available in the marketplace?
While executive benefits such as stock options, other equity compensation, and deferred compensation can be powerful accumulation tools, knowing how they fit into your overall financial picture can be challenging.
Does war in Israel mean a big market meltdown? It’s hard to escape the war news. One way to think about the future is by looking at the past for similar circumstances.
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.
What caused the stock market to rise by over 20% in the second quarter of 2020 even as the COVID pandemic was out of control? How about the over 11% rise in the fourth quarter of 2021 as inflation ticked up and the Fed was warning of rate increases? It seems a little more obvious why the US stock market has fallen in the first 6 months of 2022, but should it have fallen more…or less?
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.
At Foster Group, the most important thing we do is help our clients have peace of mind. The planning, investing and conversations that lead to peace of mind vary from client to client. The benefits, however, are similar.
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
In working with over a hundred prospective clients in the past five and a half years, I’ve found that these are the two most important questions you need to ask yourself...
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.
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.