October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?
Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.
It's that time of year – what's left on your list for 2022? This week, Kent Kramer discusses three possible ways to save on taxes, one possible way to increase the return on your cash, and one cautionary tale as a reminder as we think about investing in 2023.
2022 was one of those years many would like to forget – but before we put it completely in the rear-view mirror, what are the lessons that we can take forward to help us in 2023?
You've spent decades saving for retirement. But actually using those assets takes a different mindset. In this complimentary webinar, you'll learn how to make the transition easier.
In my experience, the joy of generosity is not dependent on monetary value or other objective measures of size or significance. Generosity done well always has the potential to bring joy to both givers and receivers.
Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.
Stock markets have a long history of rewarding optimistic, long-term investors despite periods of volatility. Curious about the data behind it? Read to learn more!
You don't have to be an optimist to know that you can squeeze a lot of happiness out of a springtime mini vacation in the city of big shoulders!
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement.
Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.
What’s your plan to create a paycheck in retirement? In this blog, we’ll break down a few key ways to bridge the income gap that retirement can bring.
