Webinar Replay: Secure Act Q&A
Category: Financial Planning
Kent Kramer and Zach Dalluge answer some important questions about the Setting Every Community Up For Retirement Enhancement Act (SECURE Act) of 2019.
Who Should Care About the CARES Act? You!
Category: Financial Planning
Early in the morning on Wednesday, March 25th, negotiators from both Congress and the Executive branch struck a deal spending nearly $2.2 Trillion to aid individuals and businesses.�
Asking the Right Question
Category: Financial Planning » Behavioral Finance
As a paramedic, my dad built a career out of caring for people, and in virtually every instance, did so by starting with one simple question: "What hurts?" For over 30 years now at Foster Group, we've been asking the same question.
Who Can Benefit from a 529 Plan
Category: Financial Planning
While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?
Let’s Defrost Taxing Relationships
Category: Foster Group
As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.
Health, Wealth, and Time
Category: Financial Planning
David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.
Med School Grads, Do These Three Things First
Category: Financial Planning
As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.
Generous Giving is Meaningful Living!
Category: Financial Planning
My wife taught me to be a giver. She gave me plenty of opportunities to “practice” giving until I began realizing that it was fun, and it actually made me happier!
Steps to Take When a Loved One Dies
Category: Financial Planning
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.