Estate Planning Across Three Generations | Financial Perspectives
In this episode of Financial Perspectives, Senior Lead Advisor Ashlee Vieregger and BrownWinick attorney Katheryn Thorson join Director of Communications Gretchen Muller to walk through estate planning in three lanes: your own documents, the generation above you, and the generation coming up behind you.
Generosity in Action featuring Easterseals
Q&A with Sherri Nielsen, President & Ceo of Easterseals Iowa.
Year-End Tax Planning: Avoiding Costly Mistakes Before December | Financial Perspectives
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.
Webinar: A Chief Investment Officer’s Journey to Hiring a Financial Advisor
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.
Webinar: Pass Wealth and Wisdom to Your Family
This webinar explores how to successfully transfer wealth -- and the wisdom that comes with it -- from one generation to the next.
Planning for Inflation: What You Can, and Can’t, Control | Financial Perspectives
In retirement planning, some variables you can control, and others you can’t. Inflation is often an overlooked variable. In this episode of Financial Perspectives, Gretchen Muller, Director of Communications, and advisor Ben Berger walk through the "retirement equation" and use Monte Carlo modeling to stress-test a hypothetical plan against a 5% inflation shock. Ben also shares examples of adjustments that can help keep purchasing power on track.