Foster Group - Financial Planning Insights

Preparing Your Own Tax Return: Is It Worth It?

Category: Financial Planning » Taxes

By Foster Group

01/08/2021

Guest Blogger Eric Wahlstrom, CPA. With easy access to online or off-the-shelf software, preparing your own tax return is often appealing as an affordable, logical option.

The Invisible Tax

Category: Financial Planning » Taxes

By Marcus Iwig

12/07/2020

One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”

The Four Uses of Money

Category: Financial Planning » Taxes

By Joe Bantz

11/06/2020

Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.

Vaccine for Physician Pocketbooks

Category: Financial Planning » Taxes

By Ross Polking

05/07/2020

While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

Who Is Your Team’s Financial General Manager

Category: Financial Planning » Taxes

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.

Clarifying the CARES Act for Businesses

Category: Financial Planning » Taxes

By Guest Blogger

04/17/2020

Dave Hove, Senior Tax Partner at LWBJ, highlights programs that apply specifically to businesses under the CARES Act.

Who Should Care About the CARES Act? You!

Category: Financial Planning » Taxes

By Zach Dalluge

03/30/2020

Early in the morning on Wednesday, March 25th, negotiators from both Congress and the Executive branch struck a deal spending nearly $2.2 Trillion to aid individuals and businesses.�

Let’s Defrost Taxing Relationships

Category: Financial Planning » Taxes

By Walt Mozdzer

03/06/2020

As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.

Maximize Your Limits

Category: Financial Planning » Education Planning » 529 Plans

By Ethan Gascho

01/31/2020

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.

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Who Should Care About the CARES Act? You!

Category: Financial Planning » Taxes

By Zach Dalluge

03/30/2020

Early in the morning on Wednesday, March 25th, negotiators from both Congress and the Executive branch struck a deal spending nearly $2.2 Trillion to aid individuals and businesses.�

Let’s Defrost Taxing Relationships

Category: Financial Planning » Taxes

By Walt Mozdzer

03/06/2020

As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.

Maximize Your Limits

Category: Financial Planning » Education Planning » 529 Plans

By Ethan Gascho

01/31/2020

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.

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

Category: Financial Planning » Taxes

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?

Life is Full of Taxes

Category: Financial Planning » Taxes

By Ross Polking

11/15/2019

As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Tax Planning Strategies For 2019: How Can You Act Now?

Category: Financial Planning » Taxes

By Guest Blogger

10/07/2019

Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�

3 Key Topics You Should Know from the Retirement Enhancement Act

Category: Financial Planning » Taxes

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.