The Power of Invitation
Category: Financial Planning » Charitable Giving
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
Preparing Your Heirs for the Great Wealth Transfer
Category: Financial Planning » Charitable Giving
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
Building a Framework for Family and Charitable Gifts
Category: Financial Planning » Charitable Giving
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
Three Ways to Teach Kids Important Financial Skills
Category: Financial Planning » Charitable Giving
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
Transform Your Holidays: Giving Stories & Family Activities | Financial Perspectives
Category: Financial Planning » Charitable Giving
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.
Cheers to Johnny D!
Category: Financial Planning » Charitable Giving
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.
How Deep Is Your Bullpen?
Category: Financial Planning » Charitable Giving
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.
What’s In Your (Charitable) Toolbox?
Category: Financial Planning » Charitable Giving
Our vision at Foster Group is to influence thousands of individuals, families, and organizations with wise financial counsel while encouraging the pursuit of meaningful living and generous giving. One of the ways we like to do this is by expanding our clients’ giving toolbox.
Game Saving Plays for 2021 Financial Planning
Category: Financial Planning » Charitable Giving
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.
The Power of Invitation
Category: Financial Planning » Charitable Giving
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
Preparing Your Heirs for the Great Wealth Transfer
Category: Financial Planning » Charitable Giving
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
Building a Framework for Family and Charitable Gifts
Category: Financial Planning » Charitable Giving
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
Three Ways to Teach Kids Important Financial Skills
Category: Financial Planning » Charitable Giving
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
Transform Your Holidays: Giving Stories & Family Activities | Financial Perspectives
Category: Financial Planning » Charitable Giving
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.
Cheers to Johnny D!
Category: Financial Planning » Charitable Giving
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.
How Deep Is Your Bullpen?
Category: Financial Planning » Charitable Giving
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.
What’s In Your (Charitable) Toolbox?
Category: Financial Planning » Charitable Giving
Our vision at Foster Group is to influence thousands of individuals, families, and organizations with wise financial counsel while encouraging the pursuit of meaningful living and generous giving. One of the ways we like to do this is by expanding our clients’ giving toolbox.
Game Saving Plays for 2021 Financial Planning
Category: Financial Planning » Charitable Giving
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.
Five Ideas for Charitable Tax Savings
Category: Financial Planning » Charitable Giving
Five ideas for integrating your finances and your philanthropy.