Foster Group - Financial Planning Insights

Debt- A Useful Tool or Financial Burden

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.

Who Run the World? Girls!

Category: Financial Planning

By Brittany Heard

10/15/2019

Women currently influence nearly half the wealth in the United States and will likely influence 75% of the wealth by the year 2030.

Not Flavor-of-the-Month Financial Planning!

Category: Financial Planning

By Walt Mozdzer

10/11/2019

Foster Group does not raise a pumpkin spice flag in the morning to check the wind direction before offering prescriptive advice.

Tax Planning Strategies For 2019: How Can You Act Now?

Category: Financial Planning

By Guest Blogger

10/07/2019

Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�

The Time Might Be Right to Refinance Your Mortgage

Category: Financial Planning

By Ryne Oller

10/04/2019

If you’ve financed your house with a 30-year or 15-year mortgage in the last six years, odds are you’re paying a higher interest rate than today's rate.