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Medicare Advantage Plans: What is Joe Namath Really Talking About?

Category: Financial Planning
By Guest Blogger
08/24/2021

In 2006, the Federal government created an alternate design in the Medicare market to complement supplement plans and stand-alone prescription drug plans. They’re called Medicare Advantage plans. Although the start was a bit rocky, carriers have learned and grown with their plan designs. Here are some of the most talked about design concepts of the Medicare Advantage plans.

Med School Grads, Do These Three Things First

Category: Financial Planning
By Zach Dalluge
02/14/2020
As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.

Maximize Your Limits

Category: Financial Planning
By Ethan Gascho
01/31/2020
As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.

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.

Let Charitable Giving Take the Sting Out of Taxes

Category: Financial Planning
By Walt Mozdzer
12/06/2021

Foster Group has a number of philanthropically-focused team members who can walk you through the integration of charitable intent with your financial plan. There are several ways to give, save taxes, help worthy organizations, and leave a legacy both through heirs and non-profit organizations.

Health, Wealth, and Time

Category: Financial Planning
By Guest Blogger
03/04/2020
David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.

Happy 401(k) Day! Yes, It’s a Holiday!

Category: Financial Planning
By Tyler Craig
09/09/2022

Happy National 401(k) Day! As we take today to celebrate 401k’s, it’s important to consider the increasing challenges employees in our country face when it comes to retirement readiness. 

Give. Laugh. Love.

Category: Financial Planning
By Joe Bantz
04/14/2023

Legacy is a strange topic. We all think about it, but it means something different to everybody. How do you want to be remembered?

Getting Rid of Debt Can Help You Save

Category: Financial Planning
By Zach Dalluge
02/18/2022

At the end of 2021, outstanding consumer debt in the United States, including mortgages, student loans, auto loans, credit cards, etc., totaled $15.6 trillion, which equates to about $50,000 per American. Clearly, we are no strangers to debt. Ultimately, getting rid of consumeristic debt will help you save and accomplish your goals. 

Game Saving Plays for 2021 Financial Planning

Category: Financial Planning
By Ross Polking
11/12/2021

Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.