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Year-End Tax Planning: Avoiding Costly Mistakes Before December | Financial Perspectives

Category: Financial Planning
By Foster Group
09/21/2026

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.

Chart of the Month – September

Category: Financial Planning
By Michael Westphal
09/02/2026

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
By Gretchen Muller
08/27/2026

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.

Year-End Tax Planning: Avoiding Costly Mistakes Before December | Financial Perspectives

Category: Financial Planning
By Foster Group
09/21/2026

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.

Chart of the Month – September

Category: Financial Planning
By Michael Westphal
09/02/2026

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
By Gretchen Muller
08/27/2026

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.