Preparing the Next Generation: Three Keys to a Long-Term Mindset
Category: Financial Planning » Estate & Transfer Planning
How do we prepare our young people to lead and do it quickly?
Hiking Through the Financial Wilderness
Category: Financial Planning » Estate & Transfer Planning
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.
Webinar: Navigating Elder Care
Category: Financial Planning » Estate & Transfer Planning
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney
Category: Financial Planning » Estate & Transfer Planning
Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.
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?
How to Plan Your Digital Legacy
Category: Financial Planning » Estate & Transfer Planning
Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.
Building a Framework for Family and Charitable Gifts
Category: Financial Planning » Estate & Transfer Planning
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?”
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.
Party of 4 – Estate Planning Basics to Celebrate
Category: Financial Planning » Estate & Transfer Planning
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney
Category: Financial Planning » Estate & Transfer Planning
Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.
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?
How to Plan Your Digital Legacy
Category: Financial Planning » Estate & Transfer Planning
Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.
Building a Framework for Family and Charitable Gifts
Category: Financial Planning » Estate & Transfer Planning
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?”
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.
Party of 4 – Estate Planning Basics to Celebrate
Category: Financial Planning » Estate & Transfer Planning
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Preparing Your Heirs for the Great Wealth Transfer
Category: Financial Planning » Estate & Transfer Planning
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
Spring Clean Your Financial Plan
Category: Financial Planning » Estate & Transfer Planning
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
Your Legacy Can Be More Than Money
Category: Financial Planning » Estate & Transfer Planning
In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?
Don’t Leave Your Last Round to Chance
Category: Financial Planning » Estate & Transfer Planning
I certainly would argue that building a business is more than just a dice game, but both involve risk. How you fill out your scoresheet in Yahtzee is a good example of what business owners might decide to do with their business profits.
What to Do If Forced Into Retirement Early
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
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?