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!
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.
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.
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.
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.
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.
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.
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.
Three Ways to Teach Kids Important Financial Skills
Category: Financial Planning » Charitable Giving
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Building a Framework for Family and Charitable Gifts
Category: Financial Planning » Charitable Giving
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
How to Start Talking with Kids About Money
Category: Financial Planning » Charitable Giving
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.