Welcome to Foster’s Financial Management, LLC &
Foster’s Tax Accounting, LLC
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Helpful Content
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?