Foster Group - Financial Planning Insights

An Executive’s Financial Guide

Category: Financial Planning » Estate & Transfer Planning

By Foster Group

12/16/2019

Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.

Teaching Your Kids to be Grateful and Giving

Category: Financial Planning

By Wade Den Hartog

11/22/2019

Most of the time, it is not so much how we directly “teach” our kids about the value of money but rather how we model and speak about money around them.

Life is Full of Taxes

Category: Financial Planning

By Ross Polking

11/15/2019

As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Debt- A Useful Tool or Financial Burden

Category: Financial Planning

By Phil Kruzan

11/12/2019

After 30 years of helping people think about all aspects of their financial plan, here are some thoughts on personal debt.

Don’t Let Creditors Crack Your Nest Egg

Category: Financial Planning

By Guest Blogger

10/31/2019

Colin Hendricks of BrownWinick Law Firm shares some tips on creditor protection planning for professionals.

Money Can’t Buy Happiness, or Can It

Category: Financial Planning

By Caleb Brown

10/29/2019

The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!

Single Stock- Too Much of a Good Thing

Category: Financial Planning

By Marcus Iwig

10/25/2019

Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.