Nearly 1,000 Pages of Tax Law—Here’s What Actually Matters
In his latest blog post, Caleb Brown breaks through the clutter of Trump’s One Big Beautiful Bill. What you need to know about all the changes and how they could affect your tax situation.
Protect Your Taxes: What You Need to Know About IRS IP PINs
Category: Financial Planning
Tax season is already complicated enough, but identity theft can make it significantly worse. To help safeguard taxpayers, the IRS offers the Identity Protection Personal Identification Number (IP PIN). Here’s a breakdown of what an IP PIN is, how to get one, and insights on who should consider using it.
Retirement: Living Well and Fully Living
Category: Financial Planning » Behavioral Finance
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
Passing on the Spirit of Generosity in a Tax Smart Manner
Category: Financial Planning » Charitable Giving
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
Time to Revisit Your Cash Reserve Fund
Category: Financial Planning » Cashflow
Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life.
Advisor Spotlight: Caleb Brown | Financial Perspectives
Category: Foster Group
This week, Jason Brown is joined by Lead Advisor, Caleb Brown. Hear Caleb share what he likes most about his job, how his perspective has changed over the years, what he feels clients value the most about working with Foster Group, good and bad money decisions, and what he's hopeful for in the future.
Planning for Future Healthcare Expenses
Category: Financial Planning
"What is worth insuring?" The answer almost always boils down to how much you'll have to pay to insure the thing you don't want to lose -- whether it's your mustache, your fantasy football player, your home or your health.
Every Investor’s Real Question: “Am I Going to Be Okay?”
Category: Financial Planning » Behavioral Finance
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
Financial Risks That Are Not in the News
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.