A Doctors Guide to Financial Planning Through a Crisis

Category: Foster Group » Event

By Walt Mozdzer

07/14/2020

Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.

August 21, 2020 Financial Perspectives

Category: Financial Planning » Behavioral Finance

By Kent Kramer

08/21/2020

0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?

CARES Act Q&A

Category: Financial Planning

By Kent Kramer

04/17/2020

Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act. 

Retirement Planning Through a Crisis

Category: Financial Planning

By Walt Mozdzer

06/25/2020

Walt Mozdzer, Lead Advisor, explains how decisions you make now can impact your retirement down the road.

Sequence of Return Risk

Category: Financial Planning

By Ross Polking

09/27/2021

The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.

Webinar Replay: Secure Act Q&A

Category: Financial Planning

By Kent Kramer

03/31/2020

Kent Kramer and Zach Dalluge answer some important questions about the Setting Every Community Up For Retirement Enhancement Act (SECURE Act) of 2019.

Webinar: Creating Your Paycheck in Retirement

Category: Financial Planning

By Joe Bantz

04/29/2021

Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.

Webinar: Navigating The Proposed Tax Changes

Category: Financial Planning

By Kent Kramer

07/29/2021

There are a lot of unanswered questions about the newly proposed tax bill under the current administration. In this webinar, we explored the implications of the new proposals on your finances.

Webinar: ThanksGIVING

Category: Financial Planning

By Jason Brown

11/22/2021

Available on demand now, our ThanksGIVING webinar on charitable giving tactics. In this 30 minute webinar, we cover tips on giving, regardless of the amount, satisfying a required minimum distribution, and some of the top questions from our audience.

A Doctors Guide to Financial Planning Through a Crisis

Category: Foster Group » Event

By Walt Mozdzer

07/14/2020

Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.

August 21, 2020 Financial Perspectives

Category: Financial Planning » Behavioral Finance

By Kent Kramer

08/21/2020

0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?

CARES Act Q&A

Category: Financial Planning

By Kent Kramer

04/17/2020

Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act. 

Retirement Planning Through a Crisis

Category: Financial Planning

By Walt Mozdzer

06/25/2020

Walt Mozdzer, Lead Advisor, explains how decisions you make now can impact your retirement down the road.

Sequence of Return Risk

Category: Financial Planning

By Ross Polking

09/27/2021

The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.

Webinar Replay: Secure Act Q&A

Category: Financial Planning

By Kent Kramer

03/31/2020

Kent Kramer and Zach Dalluge answer some important questions about the Setting Every Community Up For Retirement Enhancement Act (SECURE Act) of 2019.

Webinar: Creating Your Paycheck in Retirement

Category: Financial Planning

By Joe Bantz

04/29/2021

Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.

Webinar: Navigating The Proposed Tax Changes

Category: Financial Planning

By Kent Kramer

07/29/2021

There are a lot of unanswered questions about the newly proposed tax bill under the current administration. In this webinar, we explored the implications of the new proposals on your finances.

Webinar: ThanksGIVING

Category: Financial Planning

By Jason Brown

11/22/2021

Available on demand now, our ThanksGIVING webinar on charitable giving tactics. In this 30 minute webinar, we cover tips on giving, regardless of the amount, satisfying a required minimum distribution, and some of the top questions from our audience.

What Can You Do Before the 2021 Tax Deadline?

Category: Financial Planning

By Marcus Iwig

02/01/2021

Even though the 2020 calendar year ended, it doesn't mean the tax year has completely ended. There are a handful of items to consider before the April, 15th tax filing deadline.