5/29 is for 529’s
Category: Financial Planning » Education Planning
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.
College Planning: Don’t Wait to File Your FAFSA
Category: Financial Planning » Education Planning
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
Category: Financial Planning » Education Planning
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Fun with 529 Plans
Category: Financial Planning » Education Planning
Game Saving Plays for 2021 Financial Planning
Category: Financial Planning » Education Planning
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.
Gifting with a Purpose: Practical Strategies to Positively Impact Your Next Generation
Category: Financial Planning » Education Planning
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
How Deep Is Your Bullpen?
Category: Financial Planning » Education Planning
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.
It’s College Planning Time. Are Your Finances Ready?
Category: Financial Planning » Education Planning
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
5/29 is for 529’s
Category: Financial Planning » Education Planning
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.
College Planning: Don’t Wait to File Your FAFSA
Category: Financial Planning » Education Planning
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
Category: Financial Planning » Education Planning
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Fun with 529 Plans
Category: Financial Planning » Education Planning
Game Saving Plays for 2021 Financial Planning
Category: Financial Planning » Education Planning
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.
Gifting with a Purpose: Practical Strategies to Positively Impact Your Next Generation
Category: Financial Planning » Education Planning
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
How Deep Is Your Bullpen?
Category: Financial Planning » Education Planning
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.
It’s College Planning Time. Are Your Finances Ready?
Category: Financial Planning » Education Planning
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
Key Considerations as Payments Resume on Student Loans in 2023
Category: Financial Planning » Education Planning
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
Maximize Your Limits
As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.
Preparing Your Heirs for the Great Wealth Transfer
Category: Financial Planning » Education Planning
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.