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Does the 4% Retirement Rule Still Hold Up?

December 20, 2021 by Ian Foster

Does the 4% Retirement Rule Still Hold Up? One of the most prevalent rules of thumb in personal finance is the 4% withdrawal rate. This was coined by financial planner William Bengen in the mid 90’s when he found that over every rolling 30-year period […]

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Employee Stock Options: Just like owning the stock, right?

November 17, 2021 by Ian Foster

If you currently or have ever worked for a large company, there is a good chance that you’ve received stock options as part of your compensation package.  These can be a great way to enhance your overall savings and are a very nice benefit to […]

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5 Important Points of the new “American Families Plan” Tax Proposal

September 28, 2021 by Ian Foster

On September 13th the house ways and means committee released their new tax proposal.  Read on to learn about 5 important changes! New Tax Brackets! The new bill titled “The American Families Plan” would change the current tax brackets as shown below. Single Married Filing […]

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Is this type of annuity a drag on your portfolio?

September 1, 2021 by Ian Foster

Investor pro tip: most investments that are pitched along with a free steak dinner deserve more than a quick once over before you sign on the dotted line. Chances are those investments work out better for the one selling them than they do for the […]

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Mega Backdoor Roth: Is It Available and Right for You?

July 28, 2021 by Ian Foster

The Roth IRA was originally established in 1998 through the Taxpayer Relief Act of 1997 and originally allowed investors the opportunity to contribute $2,000 per year. The benefit of the Roth IRA would not allow for an immediate tax deduction (unlike its Traditional IRA cousin), […]

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IRMAA & SSA-44: Navigating the Social Security Administration

June 22, 2021 by Ian Foster

At the end of each year a large question mark looms around a key expense for households; health insurance premiums. For most, health insurance premiums can be managed by moving between insurance carriers, adjusting coverages, or even relying on government subsidies. But for individuals on […]

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Is Inflation Here to Stay?

May 18, 2021 by Ian Foster

With an unprecedented amount of liquidity added to the global economy by the Fed and other central banks after the COVID-19 lockdowns, many have warned of hyperinflation. There’s no doubt that prices are going up all around us. Home prices have soared and, with an […]

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Who did what? Lessons From a Billionaire

April 28, 2021 by Ian Foster

Before this month very few people have ever heard the name Bill Hwang.  Hwang began his career at Peregrine Securities as an equity salesperson.  While there Hwang met legendary investor Julian Robertson, founder of Tiger Management and one of the greatest investors of all time.  […]

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Your Savings Account Earns How Much?!?

March 18, 2021 by Ian Foster

financial planning savings coach and tips

For the past decade, the interest rate provided by banks for a savings account has been putrid. When it didn’t seem like it could get worse, following the pandemic, the national average on savings deposits hit a startlingly low 0.04% . That means the $50,000 […]

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Are You or Someone You Love Becoming a Day Trader?

March 2, 2021 by Ian Foster

Investment Management

Casinos may be operating at a reduced capacity right now, but gamblers are still getting their fix. Wall Street has been overrun by thrill seekers, tired of lockdown and looking for an outlet. I’m all for someone having fun but when someone’s understanding of the […]

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