logo
LOG IN
LOG IN
clear selection
Articles Presentations Resources Videos

Recent Content

SORT BY
  • Title
  • Author
  • Date
ORDER
  • OLDEST
  • NEWEST

5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Jake Kinnetz
04/19/2023

Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.

Building a Framework for Family and Charitable Gifts

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Ashlee Vieregger
11/10/2022

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?”

Party of 4 – Estate Planning Basics to Celebrate

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Ashlee Vieregger
10/17/2022

Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week! 

Who Is Your Team’s Financial General Manager

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Wade Den Hartog
04/30/2020
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.

Set It and Don’t Forget It

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Wade Den Hartog
04/18/2019
Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.

5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Jake Kinnetz
04/19/2023

Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.

Building a Framework for Family and Charitable Gifts

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Ashlee Vieregger
11/10/2022

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?”

Party of 4 – Estate Planning Basics to Celebrate

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Ashlee Vieregger
10/17/2022

Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week! 

Who Is Your Team’s Financial General Manager

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Wade Den Hartog
04/30/2020
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.

Set It and Don’t Forget It

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Wade Den Hartog
04/18/2019
Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.
logo ⯇ Return to fostergrp.com
FILTER BY:
  • Content Type
    • Articles
    • Presentations
    • Resources & Tools
    • Videos
  • Financial Planning
    • Behavioral Finance
    • Cashflow
      • Additional Resources
      • Budget Spreadsheet
      • Debt Reduction
    • Charitable Giving
      • CLT
      • CRT
      • DAF
      • Qualified Charitable Distribution (QCD)
    • Closely Held Business
      • Business Entities
      • Sale strategies and structures
      • Valuation methods
    • Education Planning
      • 529 Plans
      • Cost of Education
      • Financial Aid
    • Estate & Transfer Planning
      • Advanced Techniques
      • Estate Tax
      • Gift Tax
      • Living Will/Healthcare POA
      • Power of Attorney
      • Probate Process
      • Trusts
      • Wills
    • Executive Compensation
      • Concentrated Stock Positions
      • Deferred Compensation Plans
      • Equity Compensation Plans
      • Stock Options
    • Family Governance
      • Family Education
      • Family Meetings
      • Mission, Vision, Values
    • Insurance
      • Disability
      • Health
      • Life
      • Long Term Care
      • Medicare
      • Property & Casualty
    • Retirement Planning
      • Asset Location
      • Beneficiary Planning
      • Net Unrealized Appreciation (NUA)
      • Required Minimum Distributions (RMD)
      • Retirement Plan Types
      • Sequence of Return Risk
      • Social Security Planning
      • Withdrawal Strategies
    • Taxes
      • 1040
      • AGI
      • Income
      • Itemized Deductions
      • Other Taxes
      • Quick Tax Facts
      • Tax and Credits
  • Foster Group
  • Investing
    • Active Management
    • Alternative Investments
      • Commodities
      • Hedge Funds
      • Private Equity
      • Real Estate
    • Asset Allocation
      • Asset / Liability Matching
      • Growth & Preservation
      • Lifeboat
    • Costs
    • Diversification
    • Economics
    • Equity / Stocks
      • Domestic
      • Foreign
    • Factors / Premiums
      • Credit Quality (Fixed Income)
      • Duration / Term (Fixed Income)
      • High Profitability (Quality) Stocks
      • Market
      • Momentum
      • Small Cap Stocks
      • Value Stocks
    • Financial Science (Academia)
    • Fixed Income / Bonds
      • Corporate
      • Government
      • Inflation Protected
    • Foster Group Investment Principles
      • Accept Uncertainty
      • Advance with Science
      • Align Purposes and Portfolio
      • Apply Markets
      • Avoid Predictable Disappointments
    • Indexing & Passive Investment
    • Interest Rates
    • International Investments
      • Currency Hedging
    • Investor Psychology & Behavior
    • Market History
      • Expected Returns
    • Mutual Funds
    • Portfolio Management
      • Rebalancing
      • Tax Loss Harvesting
      • Tax Management
    • Socially Responsible / Sustainability Investing
clear filters
logo
Foster Group | West Des Moines, IA| Omaha, NE
Phone: 515-226-9000 | Toll Free: 800-798-1012 | Fax: 515-224-4970
© 2022 Foster Group, Inc. All Rights Reserved | Disclosures | Legal