Posts Tagged: Wealth Enhancement

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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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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Ross Polking Thumbnail Photo

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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Jon Evans, CFP®, AIF®

Over spring break this year, my family took a trip to Disney’s Magic Kingdom.  It was truly magical, especially for our three young kids!  We saw characters and princesses, rode incredible rides, and experienced amazing performances and parades.  But, the most awe-inspiring element of the entire park was Cinderella’s castle.  As you walk toward the castle, you can’t help but be moved by the size of it.  It’s a beautiful, perfectly...

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April is one of the best months of the year because spring is in the air and includes my favorite event of the year, the Drake Relays. Watching some of the world’s best athletes compete in Des Moines, Iowa is simply magical. Not only are world class athletes in attendance, but athletes from colleges and universities, high schools, middle schools, and even elementary schools. I grew up running the 100 meter...

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I wish I had a dollar for every time I was told to “hold still” when I was a kid.  I also wish I had a dollar for every time I’ve been asked if I was Dr. Rinderknecht’s son!  I’d be retired if I got paid for either scenario!  But you know, growing up is HARD!  We had a lot to deal with…riding our bikes, climbing trees, playing basketball all...

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Joe Bantz, CFP®, AIF®

Recently, I flew to San Francisco for a tour of Coast Guard Island with two of my daughters. We had a fantastic trip, and left with a great appreciation for the significant role the Coast Guard plays in our nation’s defense. But that role is not an easy one – there is much turbulence in the water, the air, and the environment as they daily address hostile drug runners, uncooperative...

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Laura Giles Profile Photo

Simon Sinek’s well-known TED talk, “Start with Why” is centered around the concept that an organization should start with their “why” and encourages individuals and companies to ask themselves questions to identify their beliefs, purpose, and why they get out of bed in the morning. One statement Sinek made in his presentation that stood out to me was, “Very few people and organizations know why they do what they do.” As...

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A Foster Group Lead Advisor and I were in a meeting with a 20-year client of Foster Group. We’ll call her Susie. She and her husband have done a great job with their finances. They’ve saved. They’ve given money away. They’ve been aggressive in paying down debt. Frankly, they’ve taken the advice we’ve given them and run with it. When we pulled up their financial plan on eMoney (the tool we use...

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