No Better Time to Deploy Your Donor Advised Fund
Passing on the Spirit of Generosity in a Tax Smart Manner
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
Preparing Your Heirs for the Great Wealth Transfer
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.
Tax Planning Strategies For 2019: How Can You Act Now?
Teaching Your Kids to be Grateful and Giving
Thanks a Million
We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you.
The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
Thanks a Million
We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you.
The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
The Gift of Financial Success
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.
The Joy of Generosity
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.
The Promise of Small Beginnings
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.
Three Ways to Teach Kids Important Financial Skills
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.
What Does It Mean to Be an Investor? – Part Two
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
What I Have Learned From My Journey of Generosity
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
What’s In Your (Charitable) Toolbox?
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.