Understanding what goes into estate planning, and how to distinguish between the different documents is vital in planning for your future.  In this episode, David Nienaber sits down with Jake Samad, a

When you make the decision to work with a financial advisor, they are going to get to know you and your financial situation to assist you in reaching your goals.  Over the first year, they are going t

Thanksgiving — is a time where we can reflect on the things we are most grateful for.  This Thanksgiving season, we at Foster & Motley are thankful for our colleagues who make us such a strong team, a

Having the initial conversation with your financial advisor can be hard — maybe you have gotten yourself into a bad financial situation or just have not addressed it — either way, we are here to help.

Understanding the value of proper financial planning as a young adult is important, but means nothing if you don’t know what exactly you should be doing. In this episode, Joe Patterson and Thom Guidi

What if the things you know now about your finances, you knew in your twenties? Do you think you would have made some different decisions? In this episode, Joe Patterson and Thom Guidi discuss things

In life, 2 things are guaranteed — death and taxes. So it is important that you take the time to understand tax planning so you don’t end up paying more than you owe. In this episode, Tony Luckhardt a

When it comes to your retirement plans, it is vital for you to understand the details around  contributions to your accounts and, when it comes time, the distributions from them. In this episode, Luke

When you are planning for your retirement, you should start sooner rather than later and figure out how to create that post-employment paycheck. In this episode, Luke Hail and Rachel Rasmussen discuss

What is a  financial planner? What do they do? In this episode, David Nienaber and Tony Luckhardt sit down to discuss what the role of the financial planner encompasses and what it means to Foster & M