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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
To choose a plan, it’s important to ask yourself four key questions.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Apps that help small business owners better manage and grow their business.
It may help your business be better prepared in the event of the death of a principal or key employee.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Retirees traveling abroad need to know that their health insurance travels with them.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Here is a quick history of the Federal Reserve and an overview of what it does.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are a few things to consider when buying or leasing your next vehicle.
Here’s a quick guide to checking to see if you have unclaimed money.