Estate Planning Opportunities in a Low Interest Rate Environment
Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.
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?
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?
Hiking Through the Financial Wilderness
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.
How to Plan Your Digital Legacy
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.
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?
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?
Hiking Through the Financial Wilderness
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.
How to Plan Your Digital Legacy
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.
Maximize Your Limits
Party of 4 – Estate Planning Basics to Celebrate
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Passing on the Spirit of Generosity in a Tax Smart Manner
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?
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.