2022 In Review: What Did We Learn? | Financial Perspectives

Category: Financial Planning » Behavioral Finance

By Kent Kramer

01/13/2023

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?

Year-End Opportunities & Cautions | Financial Perspectives

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

By Kent Kramer

12/12/2022

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.

Pay Me Now or Pay Me Later | Financial Perspectives (In a Minute)

Category: Financial Planning » Estate & Transfer Planning » Advanced Techniques

By Kent Kramer

10/24/2022

While this year has had its share of negative financial news, there might be one opportunity to pay some taxes now in order to save some money on taxes later. This week, Kent Kramer walks us through Roth IRA conversions.

Webinar: ThanksGIVING

Category: Financial Planning

By Jason Brown

11/22/2021

Available on demand now, our ThanksGIVING webinar on charitable giving tactics. In this 30 minute webinar, we cover tips on giving, regardless of the amount, satisfying a required minimum distribution, and some of the top questions from our audience.

Sequence of Return Risk

Category: Financial Planning

By Ross Polking

09/27/2021

The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.

Webinar: Navigating The Proposed Tax Changes

Category: Financial Planning

By Kent Kramer

07/29/2021

There are a lot of unanswered questions about the newly proposed tax bill under the current administration. In this webinar, we explored the implications of the new proposals on your finances.

Webinar: Creating Your Paycheck in Retirement

Category: Financial Planning

By Joe Bantz

04/29/2021

Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.

What Can You Do Before the 2021 Tax Deadline?

Category: Financial Planning

By Marcus Iwig

02/01/2021

Even though the 2020 calendar year ended, it doesn't mean the tax year has completely ended. There are a handful of items to consider before the April, 15th tax filing deadline.

August 21, 2020 Financial Perspectives

Category: Financial Planning » Behavioral Finance

By Kent Kramer

08/21/2020

0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?

Webinar: ThanksGIVING

Category: Financial Planning

By Jason Brown

11/22/2021

Available on demand now, our ThanksGIVING webinar on charitable giving tactics. In this 30 minute webinar, we cover tips on giving, regardless of the amount, satisfying a required minimum distribution, and some of the top questions from our audience.

Sequence of Return Risk

Category: Financial Planning

By Ross Polking

09/27/2021

The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.

Webinar: Navigating The Proposed Tax Changes

Category: Financial Planning

By Kent Kramer

07/29/2021

There are a lot of unanswered questions about the newly proposed tax bill under the current administration. In this webinar, we explored the implications of the new proposals on your finances.

Webinar: Creating Your Paycheck in Retirement

Category: Financial Planning

By Joe Bantz

04/29/2021

Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.

What Can You Do Before the 2021 Tax Deadline?

Category: Financial Planning

By Marcus Iwig

02/01/2021

Even though the 2020 calendar year ended, it doesn't mean the tax year has completely ended. There are a handful of items to consider before the April, 15th tax filing deadline.

August 21, 2020 Financial Perspectives

Category: Financial Planning » Behavioral Finance

By Kent Kramer

08/21/2020

0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?

A Doctors Guide to Financial Planning Through a Crisis

Category: Foster Group » Event

By Walt Mozdzer

07/14/2020

Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.

Retirement Planning Through a Crisis

Category: Financial Planning

By Walt Mozdzer

06/25/2020

Walt Mozdzer, Lead Advisor, explains how decisions you make now can impact your retirement down the road.

CARES Act Q&A

Category: Financial Planning

By Kent Kramer

04/17/2020

Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act. 

Webinar Replay: Secure Act Q&A

Category: Financial Planning

By Kent Kramer

03/31/2020

Kent Kramer and Zach Dalluge answer some important questions about the Setting Every Community Up For Retirement Enhancement Act (SECURE Act) of 2019.