Foster Group - Financial Planning Insights

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.

Webinar: Risky Business – Avoiding Common Executive Compensation Pitfalls

Category: Financial Planning » Charitable Giving

By Foster Group

05/29/2024

There are often complicated timing and tax issues associated with executive benefits — and deadlines you don’t want to miss. Learn how to avoid the top mistakes we see executives make, and how to make the most of your hard-earned money!

Event Replay: Generosity. More Than One Way to Give. More Than One Way to Get Started.

Category: Financial Planning » Charitable Giving

By Foster Group

11/02/2023

What does generosity mean to you? Foster Group Founder Jerry Foster and his wife, Nancy, share stories about starting small and finding causes they believed in. Hear how you can discover and develop your unique generosity framework.

Webinar: ThanksGIVING

Category: Financial Planning » Charitable Giving

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.