Youre likely familiar with the idea that for every action, theres a corresponding reaction. This concept rings true in financial planning as well. With nearly every financial decision you make, ther

Youve seen the ads on TV and in your mailbox, but what really are the important things to know before you choose a Medicare plan? And what are the differences between Part A, B, and D? In this episo

Saving for college may seem like it starts as soon as you learn about a new addition to the family. With all the discussions about 529 plans to invest in future educational expenses, recent changes ha

In a world where uncertainty lurks around every corner, humans have an innate desire to predict the future, particularly when it comes to things that may impact them negatively. Economic forecasting i

When the tax deadline looms near and you find yourself in need of more time to complete your return, what steps should you take? Its a common situation; about 12% of tax returns filed each year are e

Not all insurance plans are created equal, which is why having the right partner matters. In this episode, Rachel Rasmussen, MBA, CFA, CDFA, is joined by Erin Blevins from Oswald Insurance to dive in

Are you curious about the role of bonds in an investment portfolio and how they react to economic shifts? In this episode, Thom Guidi, CFA, and Sarah Conwell, CFA, delve into the crucial lesson of i

Have you thought about supporting your children in purchasing their first home? With the increasing interest rates, there is a growing trend of parents stepping in to provide assistance with down pay

We are traveling around the world with the individuals of Foster and Motley! Join us as we traverse the globe, guided by the insights of Zach Binzer, CFP, Niki Williams, Joe Patterson, CFP, Rachel

In a world where tapping your phone on a credit card machine is the norm, it can be hard for kids to grasp and truly understand the value of money but, its important to teach them about money, and h