Blog

Phil Kruzan

When people come to Foster Group, it’s typically for one of the following reasons:

  • They’re looking for better investment management.
  • They want expert financial advice.
  • Their situation has become more complex and requires a coordinated approach with other professionals.
The biggest area of coordination is estate planning. Estate Planning is complex legally, financially, AND relationally. The estate planning process provides clarity on WHAT will be received, WHEN it will be received,...

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Jordan Richardson

Let’s start by acknowledging reality. I belong to the millennial generation and I’ll be the first to tell you we have a few flaws. We’re known for our short attention spans and our propensity to quit our jobs or run off to a new place to “find ourselves” at the drop of a hat. We tend to get our news through social media and find ourselves stuck behind our phones...

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By Blake Martin of FranNet

We’re going to take a closer look at how much the business of franchising affects the overall U.S. economy. What are its impact and implications? This will be a statistic-heavy exercise, so buckle up for some interesting assessments on the impact of franchising in our country today. In the quest to find the most recent and reliable study on the subject, we will...

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In many cases, business owners don’t develop an exit strategy until it is too late.  Most of the time, the extent of the existing exit strategy is hoping someone will walk in the front door with a big check or just having faith it will take care of itself. For those owners that want a little more strategy than that, we look at the following to help determine which alternatives might...

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I love watching Antiques Roadshow. I think a complete amateur happening upon a piece of art for $5 at a yard sale only to find out it’s worth $50,000 is, well, fun. You can CLICK HERE to watch one of the most unbelievable moments in the history of the show. Before entering this industry, I envisioned financial markets as a kind-of giant yard sale. You’d wander around stacks of securities,...

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By Rebecca A. Moore of Nyemaster Goode

One of the most important considerations in an estate plan is who will take care of your children if something happens to you and your spouse.  If you fail to designate a guardian, the court will be forced to choose one for you.  As you can imagine, this can result in unnecessary family conflict and financial expense.  You can avoid this...

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Brad Rempe, CFP®, AIF®

An unforeseen disability due to injury or illness that would prevent you from earning an income is an event that, if left unprotected, can have a catastrophic impact on your financial health.  If you are unable to earn an income, meeting household expenses either in the short- or long-term could force you to liquidate assets set aside for other purposes, such as your retirement or your child’s education savings. The purpose...

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Ross Polking, CFP®, AIF®, MBA®

Bill Belichick.  The name elicits a wide range of emotions and responses.  Like him or not, his unprecedented success as head football coach for the NFL’s New England Patriots is worthy of some level of respect.  He has compiled a 209-78 record at the helm for New England while amassing five Super Bowl victories.  Five.  That’s more than any coach in NFL history…and he’s still going at it.  This incredible...

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Scott J. Snyder, JD, CFP®, CFA, CIMA®

“To Live, to Love, to Learn, to Leave a Legacy.” That subtitle of a book by Stephen R. Covey provides insight into our lives. Why is that last part so difficult? People’s eyes light up when they talk about how they want to impact the world, but mention estate planning, which is essentially preparing for the transfer of your “wealth” measured in financial and other terms, and, too often, the...

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“I’ll Have What She’s Having!”  Not always the best idea when looking at Medicare options… This famous line, spoken by director Rob Reiner’s very own mother, Estelle, at Katz’s Deli in the romantic comedy, When Harry Met Sally, always makes me laugh.  When we are making big and small decisions, we often consult our friends.  Many times, we decide to take the path of least resistance by electing to make the...

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