Webinar: Creating Your Paycheck in Retirement
Category: Financial Planning
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
Webinar Replay: Secure Act Q&A
Category: Financial Planning
Kent Kramer and Zach Dalluge answer some important questions about the Setting Every Community Up For Retirement Enhancement Act (SECURE Act) of 2019.
Two Ideas for Year-End Tax Savings | Financial Perspectives
Category: Financial Planning
In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.
Transform Your Holidays: Giving Stories & Family Activities | Financial Perspectives
Category: Financial Planning
This week, Kent Kramer is joined by Senior Lead Advisor Ashlee Vieregger to discuss year-end financial planning ideas that create meaningful family traditions through charitable giving for every age group. Learn how to engage your entire family in generosity through telling stories and sharing an activity, all with the hidden benefit of building lasting financial skills.
Sequence of Return Risk
Category: Financial Planning
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.
Retirement Planning: Understanding Your Options | Financial Perspectives
Category: Financial Planning
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 Planning Through a Crisis
Category: Financial Planning
Walt Mozdzer, Lead Advisor, explains how decisions you make now can impact your retirement down the road.
Pay Me Now or Pay Me Later | Financial Perspectives (In a Minute)
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.
Making Sense of SECURE Act 2.0 | Financial Perspectives (In a Minute)
Category: Financial Planning
The SECURE Act 2.0 includes 90+ provisions designed to help savers and people in or near retirement. This week, Matt Moklestad highlights some of the key changes from the act.
Transform Your Holidays: Giving Stories & Family Activities | Financial Perspectives
Category: Financial Planning
This week, Kent Kramer is joined by Senior Lead Advisor Ashlee Vieregger to discuss year-end financial planning ideas that create meaningful family traditions through charitable giving for every age group. Learn how to engage your entire family in generosity through telling stories and sharing an activity, all with the hidden benefit of building lasting financial skills.
Sequence of Return Risk
Category: Financial Planning
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.
Retirement Planning: Understanding Your Options | Financial Perspectives
Category: Financial Planning
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 Planning Through a Crisis
Category: Financial Planning
Walt Mozdzer, Lead Advisor, explains how decisions you make now can impact your retirement down the road.
Pay Me Now or Pay Me Later | Financial Perspectives (In a Minute)
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.
Making Sense of SECURE Act 2.0 | Financial Perspectives (In a Minute)
Category: Financial Planning
The SECURE Act 2.0 includes 90+ provisions designed to help savers and people in or near retirement. This week, Matt Moklestad highlights some of the key changes from the act.
How Much Income Do I Need in Retirement? | Financial Perspectives
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement.
Event Replay: Generosity. More Than One Way to Give. More Than One Way to Get Started.
Category: Financial Planning » Charitable Giving
What does generosity mean to you? Foster Group Founder Jerry Foster and his wife, Nancy, share stories about starting small and finding causes they believed in. Hear how you can discover and develop your unique generosity framework.
CARES Act Q&A
Category: Financial Planning
Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
August 21, 2020 Financial Perspectives
Category: Financial Planning » Behavioral Finance
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
Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.
2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives
Category: Financial Planning » Charitable Giving
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.