Foster Group - Financial Planning Insights

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.