Chart of the Month – February
If you’ve noticed healthcare costs changing, you’re not alone. This post takes a look at premium growth vs. inflation since 1999.
2026 Fearless Article – “Financial Considerations for Women Facing Separation or Divorce”
Category: Financial Planning
Feeling overwhelmed by the financial side of separation or divorce? Brittany, outlines key considerations and practical steps that can help you get organized.
Lock Your Digital Doors: Steps to Help Protect Your Digital Life
Category: Financial Planning
Lock your digital doors! Just like securing your home, small habits can make a big difference. In her latest blog, Kate, shares practical steps to help protect your information.
Protect Your Home and Data with Cyber Insurance
Category: Financial Planning
Homeowner’s insurance is constantly evolving, and so are the add-on coverages that provide additional protection. Join Madelyn as she shares what this means in practice.
Identity Theft & AI: What’s Happening, What To Watch, and What To Do
Category: Financial Planning
AI-powered scams are getting more convincing. Tim Mabee explores AI-driven identity theft and what you can do to help protect yourself.
2026 Fearless Article – “Let’s Talk About Money: Three Tips to Get Started in 2026”
Category: Foster Group » Advertising
Get started talking about money: one coffee, one story, one question. Join Ashlee as she shares three tips to start the conversation today!
Charitable Giving: Ending the Year with Purpose
Category: Financial Planning
Feeling called to give back as the year comes to a close? There are meaningful ways to support the causes you care about—beyond writing a check.
Have You Considered the Realtime Gratification of Warm Giving?
Category: Financial Planning
Consider the value of giving now—reaping the emotional rewards of seeing the impact of your gift firsthand, during your lifetime.
Year-End Giving Checklist: Make Every Gift More Intentional | Financial Perspectives
Category: Financial Planning
Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a practical year-end giving checklist to help you align your generosity with what matters most to you. They discuss “generosity languages,” how donor-advised funds could simplify giving across years, and ways to involve your family in leaving a legacy of generosity.
Chart of the Month – February
If you’ve noticed healthcare costs changing, you’re not alone. This post takes a look at premium growth vs. inflation since 1999.
2026 Fearless Article – “Financial Considerations for Women Facing Separation or Divorce”
Category: Financial Planning
Feeling overwhelmed by the financial side of separation or divorce? Brittany, outlines key considerations and practical steps that can help you get organized.
Lock Your Digital Doors: Steps to Help Protect Your Digital Life
Category: Financial Planning
Lock your digital doors! Just like securing your home, small habits can make a big difference. In her latest blog, Kate, shares practical steps to help protect your information.
Protect Your Home and Data with Cyber Insurance
Category: Financial Planning
Homeowner’s insurance is constantly evolving, and so are the add-on coverages that provide additional protection. Join Madelyn as she shares what this means in practice.
Identity Theft & AI: What’s Happening, What To Watch, and What To Do
Category: Financial Planning
AI-powered scams are getting more convincing. Tim Mabee explores AI-driven identity theft and what you can do to help protect yourself.
2026 Fearless Article – “Let’s Talk About Money: Three Tips to Get Started in 2026”
Category: Foster Group » Advertising
Get started talking about money: one coffee, one story, one question. Join Ashlee as she shares three tips to start the conversation today!
Charitable Giving: Ending the Year with Purpose
Category: Financial Planning
Feeling called to give back as the year comes to a close? There are meaningful ways to support the causes you care about—beyond writing a check.
Have You Considered the Realtime Gratification of Warm Giving?
Category: Financial Planning
Consider the value of giving now—reaping the emotional rewards of seeing the impact of your gift firsthand, during your lifetime.
Year-End Giving Checklist: Make Every Gift More Intentional | Financial Perspectives
Category: Financial Planning
Year-end giving doesn’t have to be rushed or random. In this episode of Financial Perspectives, Director of Communications Gretchen Muller and Senior Lead Advisor Ashlee Vieregger walk through a practical year-end giving checklist to help you align your generosity with what matters most to you. They discuss “generosity languages,” how donor-advised funds could simplify giving across years, and ways to involve your family in leaving a legacy of generosity.
Chart of the Month – December 2025
Category: Financial Planning » Charitable Giving
Charitable giving strategies continue to evolve. This month’s Chart highlights how approaches to philanthropy have shifted over the past 15 years.
The Five Generosity Languages
Category: Financial Planning
Join Ashlee as she discusses five generosity languages that help each of us express our own unique ways to give.
Proactive Tax Planning: Don’t Let Taxes Happen to You
Category: Financial Planning
Proactive tax planning can offer greater clarity around your financial picture. Zach explains what it is and why it matters.