The Power of Invitation
Category: Financial Planning » Charitable Giving
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
Transform Your Holidays: Giving Stories & Family Activities | Financial Perspectives
Category: Financial Planning » Charitable Giving
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.
Two Ideas for Year-End Tax Savings | Financial Perspectives
Category: Financial Planning » Charitable Giving
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.
How Deep Is Your Bullpen?
Category: Financial Planning » Charitable Giving
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
My Money Story
Category: Financial Planning » Charitable Giving
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
Webinar: Risky Business – Avoiding Common Executive Compensation Pitfalls
Category: Financial Planning » Charitable Giving
There are often complicated timing and tax issues associated with executive benefits — and deadlines you don’t want to miss. Learn how to avoid the top mistakes we see executives make, and how to make the most of your hard-earned money!
Five Ideas for Charitable Tax Savings
Category: Financial Planning » Charitable Giving
Five ideas for integrating your finances and your philanthropy.
Leave the Gift of Giving as part of your Estate Plan
Category: Financial Planning » Charitable Giving
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Passing on the Spirit of Generosity in a Tax Smart Manner
Category: Financial Planning » Charitable Giving
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
How Deep Is Your Bullpen?
Category: Financial Planning » Charitable Giving
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
My Money Story
Category: Financial Planning » Charitable Giving
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
Webinar: Risky Business – Avoiding Common Executive Compensation Pitfalls
Category: Financial Planning » Charitable Giving
There are often complicated timing and tax issues associated with executive benefits — and deadlines you don’t want to miss. Learn how to avoid the top mistakes we see executives make, and how to make the most of your hard-earned money!
Five Ideas for Charitable Tax Savings
Category: Financial Planning » Charitable Giving
Five ideas for integrating your finances and your philanthropy.
Leave the Gift of Giving as part of your Estate Plan
Category: Financial Planning » Charitable Giving
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Passing on the Spirit of Generosity in a Tax Smart Manner
Category: Financial Planning » Charitable Giving
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
What I Learned On The Road To The House on the Lake
Category: Financial Planning » Charitable Giving
In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?
The Promise of Small Beginnings
Category: Financial Planning » Charitable Giving
Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.
The Joy of Generosity
Category: Financial Planning » Charitable Giving
In my experience, the joy of generosity is not dependent on monetary value or other objective measures of size or significance. Generosity done well always has the potential to bring joy to both givers and receivers.
What I Have Learned From My Journey of Generosity
Category: Financial Planning » Charitable Giving
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
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.
The Gift of Financial Success
Category: Financial Planning » Charitable Giving
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.