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Transform Your Holidays: Giving Stories & Family Activities | Financial Perspectives

Category: Financial Planning » Charitable Giving
By Ashlee Vieregger
11/25/2024

This week, Kent Kramer is joined by Senior Lead Advisor Ashlee Vieregger to discuss year-end financial planning ideas that create meaningful family traditions through charitable giving for every age group. Learn how to engage your entire family in generosity through telling stories and sharing an activity, all with the hidden benefit of building lasting financial skills.

Two Ideas for Year-End Tax Savings | Financial Perspectives

Category: Financial Planning » Charitable Giving
By Kent Kramer
11/11/2024

In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.

How Deep Is Your Bullpen?

Category: Financial Planning » Charitable Giving
By Andy Rushenberg
10/22/2024

You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.

My Money Story

Category: Financial Planning » Charitable Giving
By Joe Bantz
08/27/2024

Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.

What I Learned On The Road To The House on the Lake

Category: Financial Planning » Charitable Giving
By Jerry Foster
04/08/2024

In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?

Transform Your Holidays: Giving Stories & Family Activities | Financial Perspectives

Category: Financial Planning » Charitable Giving
By Ashlee Vieregger
11/25/2024

This week, Kent Kramer is joined by Senior Lead Advisor Ashlee Vieregger to discuss year-end financial planning ideas that create meaningful family traditions through charitable giving for every age group. Learn how to engage your entire family in generosity through telling stories and sharing an activity, all with the hidden benefit of building lasting financial skills.

Two Ideas for Year-End Tax Savings | Financial Perspectives

Category: Financial Planning » Charitable Giving
By Kent Kramer
11/11/2024

In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.

How Deep Is Your Bullpen?

Category: Financial Planning » Charitable Giving
By Andy Rushenberg
10/22/2024

You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.

My Money Story

Category: Financial Planning » Charitable Giving
By Joe Bantz
08/27/2024

Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.

What I Learned On The Road To The House on the Lake

Category: Financial Planning » Charitable Giving
By Jerry Foster
04/08/2024

In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?

The Promise of Small Beginnings

Category: Financial Planning » Charitable Giving
By Kent Kramer
04/08/2024

Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.

The Joy of Generosity

Category: Financial Planning » Charitable Giving
By Kent Kramer
12/15/2023

In my experience, the joy of generosity is not dependent on monetary value or other objective measures of size or significance. Generosity done well always has the potential to bring joy to both givers and receivers.