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.
Chief Master Sergeant to CFP: Military Benefits and the New Trump Account | Financial Perspectives
Category: Financial Planning
In this special edition of Financial Perspectives, Daniel Hawthorne, Air Force veteran, SERE specialist, retired Chief Master Sergeant, and advisory team manager at Foster Group, joins Director of Communications, Gretchen Muller, to discuss two timely topics: navigating military financial benefits and the new 530A (Trump) Accounts launching July 4th, 2026.
Keep More of What You Earned: Tax-Smart Retirement Withdrawals
Category: Foster Group
Want to keep more of your retirement savings working for you? Dan Hawthorne, CFP®, RICP®, MS, explains how a tax-smart withdrawal plan could help you keep more — and stress less.
Retiree Health Insurance Options Prior to Medicare Eligibility
Category: Financial Planning
Key health insurance options and considerations for retirees prior to Medicare eligibility.
Retirement Happiness
Category: Financial Planning » Behavioral Finance
What are the primary drivers of a happy retirement and overall wellness?
Money, Happiness, & Meaning
Category: Financial Planning » Behavioral Finance
We’ve all heard the adage, “Money can’t buy happiness,” but the truth is more nuanced. Let's dig into the research.
The Gift of Financial Success
Category: Financial Planning » Charitable Giving
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.
Positives About the Market
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.
Three Categories of Risk for Retirement Income
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.