What to Do If Forced Into Retirement Early

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

By Walt Mozdzer

09/22/2020

Yet, all too often, there is a second group of retirees for whom retirement is filled with uncertainty. Let’s say that at age 58, suddenly you are forced to retire. This could be a full five to seven years before you planned. What do you do now? 

Focus on What You Can Control

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

By Wade Den Hartog

08/10/2020

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?

Who Is Your Team’s Financial General Manager

Category: Financial Planning » Estate & Transfer Planning

By Wade Den Hartog

04/30/2020

No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.

Steps to Take When a Loved One Dies

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

02/04/2020

The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.

Maximize Your Limits

Category: Financial Planning » Education Planning » 529 Plans

By Ethan Gascho

01/31/2020

As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.

SECURE Act Signed Into Law. How Will This Impact Your Plan?

Category: Financial Planning » Estate & Transfer Planning

By Zach Dalluge

01/16/2020

In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?

An Executive’s Financial Guide

Category: Financial Planning » Estate & Transfer Planning

By Foster Group

12/16/2019

Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.

3 Key Topics You Should Know from the Retirement Enhancement Act

Category: Financial Planning » Estate & Transfer Planning

By Zach Dalluge

07/03/2019

While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.

Avoiding Probate Just Got a Little EasieràFor Certain Estates

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

03/07/2019

Currently in Iowa, if a decedent owns personal property that totals $25,000 or less and that property would normally pass under a Will or the intestate statute, you can skip probate with just an affidavit.

Steps to Take When a Loved One Dies

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

02/04/2020

The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.

Maximize Your Limits

Category: Financial Planning » Education Planning » 529 Plans

By Ethan Gascho

01/31/2020

As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.

SECURE Act Signed Into Law. How Will This Impact Your Plan?

Category: Financial Planning » Estate & Transfer Planning

By Zach Dalluge

01/16/2020

In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?

An Executive’s Financial Guide

Category: Financial Planning » Estate & Transfer Planning

By Foster Group

12/16/2019

Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.

3 Key Topics You Should Know from the Retirement Enhancement Act

Category: Financial Planning » Estate & Transfer Planning

By Zach Dalluge

07/03/2019

While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.

Avoiding Probate Just Got a Little EasieràFor Certain Estates

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

03/07/2019

Currently in Iowa, if a decedent owns personal property that totals $25,000 or less and that property would normally pass under a Will or the intestate statute, you can skip probate with just an affidavit.

Estate Planning in 2018 and Beyond- Simplification and Flexibility

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

11/02/2018

Who Needs an Advance Medical Directive and Health Care Power of Attorney

Category: Financial Planning » Estate & Transfer Planning

By Stacie Neussendorfer

09/07/2018

Estate Planning in a Digital Age

Category: Financial Planning » Estate & Transfer Planning

By Stacie Neussendorfer

06/15/2018

Is It Time to Review Your Estate Plan

Category: Financial Planning » Estate & Transfer Planning

By Matt Abels

02/16/2018

How Wide is the Moat Around Your Castle

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

12/07/2017

Planning for Mental Decline

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

10/04/2017