Dan’s Blog Post
Category: Financial Planning
Year-End Tax Planning: Avoiding Costly Mistakes Before December | Financial Perspectives
Category: Financial Planning
Taxes may be inevitable, but overpaying them isn't. In this episode of Financial Perspectives, Senior Lead Advisor Marcus Iwig and Senior Associate Advisor Isabel McMillen join Director of Communications Gretchen Muller to break down the year-end tax planning strategies that could help you keep more of what you've earned — and the hidden pitfalls that can turn a good idea into a costly surprise.
What Is IRMAA? Understanding the Connection Between Income and Medicare Premiums
Category: Financial Planning
Could a financial decision today increase your Medicare premiums tomorrow? Missy Roh, explains IRMAA and how income could affect Medicare Part B and Part D costs in retirement.
Aiming for a Great Transition
Approaching retirement or other significant transitions, some will think only about leaving and being done. Others may focus entirely on the next thing, whatever that may be. But know there’s value to being present in the exchange zone, the transition phase. Read Kent's article to see what that looks like.
Chart of the Month – September
Category: Financial Planning
Tax rates and brackets have changed dramatically over time, reminding us that today's tax environment is only a snapshot in history. Our latest Chart of the Month looks at how the marginal income tax rate has changed over the past century.
What Does It Really Take to Thrive into Your 90s?
Category: Foster Group
We’ve all heard the familiar advice for aging well: Eat healthy foods, stay physically active, and get plenty of sleep. While those habits certainly matter, there may be much more to living well than maintaining good physical health. Read for a preview of what's to come in our September Financial Perspectives: The Magazine.
529 Plans Are More Flexible Than You Think | Financial Perspectives
In this episode, Gretchen Muller and Ryne Oller discuss education planning: where the conversation should start, how 529 plans really work, and why they're far more flexible than most people realize.
Dan’s Blog Post
Category: Financial Planning
Year-End Tax Planning: Avoiding Costly Mistakes Before December | Financial Perspectives
Category: Financial Planning
Taxes may be inevitable, but overpaying them isn't. In this episode of Financial Perspectives, Senior Lead Advisor Marcus Iwig and Senior Associate Advisor Isabel McMillen join Director of Communications Gretchen Muller to break down the year-end tax planning strategies that could help you keep more of what you've earned — and the hidden pitfalls that can turn a good idea into a costly surprise.
What Is IRMAA? Understanding the Connection Between Income and Medicare Premiums
Category: Financial Planning
Could a financial decision today increase your Medicare premiums tomorrow? Missy Roh, explains IRMAA and how income could affect Medicare Part B and Part D costs in retirement.
Aiming for a Great Transition
Approaching retirement or other significant transitions, some will think only about leaving and being done. Others may focus entirely on the next thing, whatever that may be. But know there’s value to being present in the exchange zone, the transition phase. Read Kent's article to see what that looks like.
Chart of the Month – September
Category: Financial Planning
Tax rates and brackets have changed dramatically over time, reminding us that today's tax environment is only a snapshot in history. Our latest Chart of the Month looks at how the marginal income tax rate has changed over the past century.
What Does It Really Take to Thrive into Your 90s?
Category: Foster Group
We’ve all heard the familiar advice for aging well: Eat healthy foods, stay physically active, and get plenty of sleep. While those habits certainly matter, there may be much more to living well than maintaining good physical health. Read for a preview of what's to come in our September Financial Perspectives: The Magazine.
529 Plans Are More Flexible Than You Think | Financial Perspectives
In this episode, Gretchen Muller and Ryne Oller discuss education planning: where the conversation should start, how 529 plans really work, and why they're far more flexible than most people realize.
Webinar: A Chief Investment Officer’s Journey to Hiring a Financial Advisor
Category: Financial Planning » General Planning
In this webinar, Kent and his wife, Kim, share why they chose to work with Foster Group rather than go it alone, what surprised them in their first planning meeting, and how they're thinking about time, family, and generosity in the years ahead.
What’s New with 529 Plans? More Flexibility Than You Think
Recent changes have made 529s more flexible than ever, giving families additional options for unused funds and qualified education expenses. Read Dan's blog for the details.
Chart of the Month – August
Our August Chart of the Month takes a closer look at how public college costs compare to household income and what this trend could mean for future education planning.