Daniel Hawthorne, Author at Foster Group - Financial Planning Insights

Chief Master Sergeant to CFP: Military Benefits and the New Trump Account | Financial Perspectives

By Daniel Hawthorne

06/29/2026

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

By Daniel Hawthorne

11/11/2025

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

By Daniel Hawthorne

08/20/2024

Key health insurance options and considerations for retirees prior to Medicare eligibility.

Retirement Happiness

Category: Financial Planning » Behavioral Finance

By Daniel Hawthorne

05/07/2024

What are the primary drivers of a happy retirement and overall wellness?

Money, Happiness, & Meaning

Category: Financial Planning » Behavioral Finance

By Daniel Hawthorne

12/06/2023

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

By Daniel Hawthorne

08/14/2023

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

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Daniel Hawthorne

01/19/2023

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

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Daniel Hawthorne

09/30/2022

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.

What Jumping Out of an Airplane Taught Me About Investing

Category: Financial Planning » Behavioral Finance

By Daniel Hawthorne

04/25/2022

As with many things in life, there are usually lessons to be learned from our experiences that can be carried over into other aspects of life. Here are a few things jumping out of an airplane taught me about investing.

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