Helping Others Grieve
Category: Financial Planning
Hiking Through the Financial Wilderness
Category: Financial Planning
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.
Hiring a Financial Advisor May Improve Your Odds of Success
Category: Financial Planning
Over the years, I have found it helpful to hire experts to do things or guide me through areas of life which are too difficult or time consuming. Hiring a financial advisor may be just what you need in 2023.
Hold Still!
Category: Financial Planning
Home Sweet Home, or an Investment?
Category: Financial Planning
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
How a Medicare Supplement Coordinates with the Parts of Medicare
Category: Financial Planning
Medicare seems like the Alphabet soup of health insurance. Parts A, B, C, D and then the myriad of supplemental coverage. As Charlie Brown would say, “Good Grief”…. Let’s decipher it here.
How Could You Use Your Stimulus Check?
Category: Financial Planning
You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.
How Deep Is Your Bullpen?
Category: Financial Planning » Charitable Giving
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
How Much Life Insurance Protection Is Enough?
Category: Financial Planning
Life insurance is an important component of a financial plan. An early death can create severe hardships for the surviving family if the proper amount of insurance is not in place. The recommended amount of life insurance will vary from family to family depending on a variety of factors.
Key Considerations as Payments Resume on Student Loans in 2023
Category: Financial Planning
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
Kids These Days Aren’t Even Taught How to Balance a Checkbook
Category: Financial Planning
The truth is, there’s a huge need for all of us to help the people around us make wise decisions with regard to money.
Leave a Legacy
Category: Financial Planning
Leave the Gift of Giving as part of your Estate Plan
Category: Financial Planning
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Lessons from the Final 4
Category: Financial Planning
Let Charitable Giving Take the Sting Out of Taxes
Category: Financial Planning
Foster Group has a number of philanthropically-focused team members who can walk you through the integration of charitable intent with your financial plan. There are several ways to give, save taxes, help worthy organizations, and leave a legacy both through heirs and non-profit organizations.
Let’s Defrost Taxing Relationships
Category: Foster Group
As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.
Let’s Make 2023 a Year of Savings Inflation
Category: Financial Planning
The rising cost of living recently has led the IRS to raise the 2023 contribution limits for employees with 401(k), 403(b), most 457 plans, and the federal government's Thrift Savings Plan.
Life is Full of Taxes
Category: Financial Planning
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.
Maximize Your Limits
Category: Financial Planning
As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.