Opportunity Valley
Category: Financial Planning
One Paycheck from Ruin
Category: Financial Planning
Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.
Not Flavor-of-the-Month Financial Planning!
Category: Financial Planning
Foster Group does not raise a pumpkin spice flag in the morning to check the wind direction before offering prescriptive advice.
No Better Time to Deploy Your Donor Advised Fund
Category: Financial Planning
One of the best vehicles to help our clients meet their charitable giving goals is a Donor Advised Fund (DAF). Having a DAF in place for times like these is important to help meet the needs of your community.
Navigating the Noise: A Reality Check on Fearful Headlines
Category: Financial Planning
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
Navigating the Course of Retirement Planning
Category: Financial Planning
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Navigating Financial Health in Retirement
Category: Financial Planning
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
My Strange Family
Category: Financial Planning
My General Contractor and I
Category: Financial Planning
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
Iowa Income Tax Changes Have an Impact in 2022
Category: Financial Planning
One of the significant changes in the tax reform bill signed by Governor Reynolds on March 1, is the eventual elimination of federal tax deductibility for determining taxable income. Iowa was one of the few remaining states that allowed taxpayers to deduct federal taxes to determine their state income taxes.
Important Updates on IRA Tax Reporting
Category: Financial Planning
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
I want to give…but how
Category: Financial Planning
I Want to Be Like Them
Category: Financial Planning » Charitable Giving
Stories like this spread and inspire others to be generous.
How Will You Pay for Long-Term Care?
Category: Financial Planning
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
How to Use Your Deferred Compensation Plan
Category: Financial Planning
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.
How to Start Talking with Kids About Money
Category: Financial Planning
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
How to Plan Your Digital Legacy
Category: Financial Planning
Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.
How to Plan a Business Exit
Category: Financial Planning
Do I keep or do I sell? Business owners planning an exit should examine this question every 90 days. Here are five stages to building value in a business.