Five Ideas for Charitable Tax Savings
Five ideas for integrating your finances and your philanthropy.
Five Myths Your Landlord Wants You To Believe
Category: Financial Planning
It can be difficult to discern fact from fiction when dealing with landlords. A misunderstanding of these key issues can have serious consequences for your practice. The following information should help dispel some common myths and prevent costly mistakes in your next lease negotiation.
Five Reasons to Consider a Roth IRA Conversion
Category: Financial Planning
The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions.
Five Things to Consider Before Referring Your Client to a Financial Advisor
Category: Foster Group
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
Focus on What You Can Control
At Foster Group, we focus on what we can control and embrace uncertainty. So, when it comes to your financial plan, what are the areas we can help you control?
Foster Group Announces Six New Shareholders
Category: Foster Group
Foster Group is pleased to announce it is growing its number of internal shareholders with the addition of six employees to the owner’s list.
Foster Group’s Response to COVID-19
Category: Foster Group
Foster Group is committed to serving and caring for our clients during this challenging time. Our team is available for phone calls and virtual meetings.
Foster Group’s Updated Response to COVID-19
Category: Foster Group
Nearly a year after it started, COVID-19 continues to drive headlines and heavily impact our lives and work. We want to provide you with an update as to what Foster Group is doing to ensure the safety of our clients and our team.
Four Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on June 11th
Category: Investing
Four Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, June 11th.
How to Plan Your Digital Legacy
Category: Financial Planning » Estate & Transfer Planning
Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.
How to Spot Political Bias
Category: Foster Group
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
How to Start Talking with Kids About Money
Category: Financial Planning » Cashflow
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
How to Use Your Deferred Compensation Plan
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.
How Will You Pay for Long-Term Care?
Category: Financial Planning
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
I Bonds Pay Almost 10%, What’s the Catch?
Category: Investing » Fixed Income / Bonds
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
I Lead a Team of Financial Advisors, Here are 5 Reasons Not to Hire One
Category: Foster Group
I love the place I work, I love the people I work with, and I think the work we do is almost always worth the money people pay us. Despite the fact I value all these things, I’ve come to realize there are some good reasons not to work with us.
I Want to Be Like Them
Category: Financial Planning » Charitable Giving
Stories like this spread and inspire others to be generous.