Five Ideas for Charitable Tax Savings
Five ideas for integrating your finances and your philanthropy.
Five Myths Your Landlord Wants You To Believe
It can be difficult to discern fact from fiction when dealing with landlords. A misunderstanding of these key issues can have serious consequences for your practice. The following information should help dispel some common myths and prevent costly mistakes in your next lease negotiation.
Five Reasons to Consider a Roth IRA Conversion
Five Things to Consider Before Referring Your Client to a Financial Advisor
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
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?
Foster Group Announces Six New Shareholders
Foster Group’s Response to COVID-19
How to Use the Dollars: Building Your Income Stream
Retirement is exciting—but having a well-thought-out distribution strategy could help ensure your money lasts. Let’s explore the key considerations for crafting a smart plan that works for you.
How to Use Your Deferred Compensation Plan
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.
How Will You Pay for Long-Term Care?
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
I Bonds Pay Almost 10%, What’s the Catch?
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
I Lead a Team of Financial Advisors, Here are 5 Reasons Not to Hire One
I love the place I work, I love the people I work with, and I think the work we do is almost always worth the money people pay us. Despite the fact I value all these things, I’ve come to realize there are some good reasons not to work with us.
I Want to Be Like Them
Stories like this spread and inspire others to be generous.
Important Updates on IRA Tax Reporting
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.