Kids These Days Aren’t Even Taught How to Balance a Checkbook
Leave a Legacy
Leave the Gift of Giving as part of your Estate Plan
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Lessons from the Final 4
Let Charitable Giving Take the Sting Out of Taxes
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
Let’s Make 2023 a Year of Savings Inflation
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.
Psychology and Wealth
The different ways people react to and treat wealth and finances is fascinating. Although not everyone can be put in a box, there are five main personality types when it comes to psychology and wealth: Neuroticism/Emotional Stability, Conscientiousness, Agreeableness, Extraversion, and Openness.
Raising Kids, Lowering Taxes
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
Rates, Prices and Inventory: The Entire Housing Market Explained in About Two Minutes
The unprecedented relationship between a breakneck rise in home prices, a tripling in interest rates and historically low inventory levels have painted a landscape in housing that’s never been seen before in history. It’s a cautionary tale for some, and a once-in-a-generation opportunity for others, depending on your perspective. Let’s dive in.
Refinance
Retire To do WHAT
Retiree Health Insurance Options Prior to Medicare Eligibility
Key health insurance options and considerations for retirees prior to Medicare eligibility.
Retirement Happiness
What are the primary drivers of a happy retirement and overall wellness?
Retirement is Just the Start!
Retirement Planning Through a Crisis
Retirement Planning: Understanding Your Options | Financial Perspectives
Retirement planning can seem daunting, but it doesn’t have to be. This week, Matt Moklestad and Geoff Christy from Foster Group's Institutional team have a conversation around the retirement plan landscape: what are common questions and what possible actions could you take regarding your plan.
Retirement: Living Well and Fully Living
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.