Foster Group - Financial Planning Insights

3 Key Topics You Should Know from the Retirement Enhancement Act

Category: Financial Planning » Estate & Transfer Planning

By Zach Dalluge

07/03/2019

While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.

Even Your Finances Need Weed Whacking Sometimes

Category: Financial Planning » Behavioral Finance

By Walt Mozdzer

07/05/2019

Financial planning can be a lot like that. The parallels to personal finance may not be point for point, but as the seasons change, so may assets on a personal financial statement.

Making Time

Category: Foster Group

By Stacie Neussendorfer

07/19/2019

In our fast-paced, busy world, slowing down and taking the time to notice the things and people around you can be a challenge.

Markets Move. So Should You.

Category: Investing

By Ryan Lamoureux

07/29/2019

The primary reason for portfolio rebalancing is to maintain the risk profile of the policy portfolio that the client has chosen. However, periodic rebalancing has the added benefit of ?buying low? and ?selling high?.

Timing Isn’t Everything

Category: Investing » Foster Group Investment Principles » Advance with Science

By Foster Group

08/01/2019

Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.

Claim Your Settlement from the Equifax Data Breach

Category: Foster Group

By Andrew Farmer

08/06/2019

Equifax just agreed to a settlement with the Federal Trade Commission. The money will be used to help those affected by the breach.

Beyond Traditional Investments

Category: Investing » Alternative Investments

By Matt Moklestad

08/09/2019

Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

Stop Doing That!

Category: Financial Planning » Behavioral Finance

By Jason Brown

08/16/2019

We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.

Changing with My Aging

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio

By Alex Battani

08/23/2019

At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?

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Why I Hate New Year’s Resolutions

Category: Financial Planning » Behavioral Finance

By Alex Battani

01/14/2020

Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.

SECURE Act Signed Into Law. How Will This Impact Your Plan?

Category: Financial Planning » Estate & Transfer Planning

By Zach Dalluge

01/16/2020

In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?

Perhaps It’s Not About What You Want From Life, But What Life Wants From You

Category: Foster Group

By Jason Brown

01/22/2020

I just finished reading Man’s Search for Meaning by Viktor Frankl. Among the many meaningful things he wrote, here is one that stood out.

$1 Trillion!

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Matt Moklestad

01/24/2020

Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?

Maximize Your Limits

Category: Financial Planning » Education Planning » 529 Plans

By Ethan Gascho

01/31/2020

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.

Recent Market Volatility: Coronavirus Worries Are Only Part of the Story

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

02/03/2020

In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President TrumpÆs impeachment and ongoing Senate trial, and 20

Steps to Take When a Loved One Dies

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

02/04/2020

The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.

Generous Giving is Meaningful Living!

Category: Financial Planning » Charitable Giving

By Joe Bantz

02/07/2020

My wife taught me to be a giver. She gave me plenty of opportunities to “practice” giving until I began realizing that it was fun, and it actually made me happier!

Med School Grads, Do These Three Things First

Category: Financial Planning » Cashflow

By Zach Dalluge

02/14/2020

As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.