One way Foster Group looks to add value for our clients who are accessing their investment accounts for income (due to retirement or otherwise) is by optimizing withdrawals from their accounts and generating income in the most tax-efficient manner. For our clients who have the bulk of their investment assets accumulated in tax-deferred accounts (such as an IRA or 401k) there’s not much strategizing to be done – withdrawals...
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Well, if you get tired of hearing us talk about timeless financial planning disciplines (aka avoiding pitfalls), then enjoy and embrace this quick read from another source. Fantastic, simple advice we can all adhere to in bettering our investment experience while increasing probabilities for success. No magic here. You can do this, and we can help. Stay diversified (#6 for those keeping score at home). https://money.usnews.com/money/personal-finance/mutual-funds/slideshows/7-bad-investing-habits-that-are-holding-you-back/1 ...
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Perspective can be defined in many ways, but when I think of perspective, I think of attitude as well. In the past year, I have known of four friends who have been diagnosed with various forms of cancer, and each of them has had a different perspective on their diagnosis. One very good friend was diagnosed late last summer with Multiple Myeloma at the...
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