Med School Grads, Do These Three Things First

Category: Financial Planning » Retirement Planning

By Zach Dalluge

02/14/2020

As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.

SECURE Act Signed Into Law. How Will This Impact Your Plan?

Category: Financial Planning » Retirement Planning

By Zach Dalluge

01/16/2020

In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?

Why I Hate New Year’s Resolutions

Category: Financial Planning » Retirement Planning

By Alex Battani

01/14/2020

Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.

An Executive’s Financial Guide

Category: Financial Planning » Retirement Planning

By Foster Group

12/16/2019

Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.

Single Stock- Too Much of a Good Thing

Category: Financial Planning » Retirement Planning

By Marcus Iwig

10/25/2019

Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.

Retirement is Just the Start!

Category: Financial Planning » Retirement Planning

By Joe Bantz

09/25/2019

We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.

Starting Off on the Right Foot

Category: Financial Planning » Retirement Planning

By Wade Den Hartog

09/03/2019

Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.

3 Key Topics You Should Know from the Retirement Enhancement Act

Category: Financial Planning » Retirement Planning

By Zach Dalluge

07/03/2019

While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.

The Power of Delegation for Executives

Category: Financial Planning » Executive Compensation » Concentrated Stock Positions

By Marcus Iwig

06/21/2019

Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?

Tax Planning with Retirement Assets

Category: Financial Planning » Retirement Planning

By Foster Group

05/27/2016