How Could You Use Your Stimulus Check?

Category: Financial Planning

By Brittany Heard

05/27/2020

You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.

Grow Through What You Go Through

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Nikki Nee

05/22/2020

While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.  

Five Reasons to Consider a Roth IRA Conversion

Category: Financial Planning

By Andy Mullan

05/15/2020

The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions. 

No Better Time to Deploy Your Donor Advised Fund

Category: Financial Planning

By Wade Den Hartog

05/15/2020

One of the best vehicles to help our clients meet their charitable giving goals is a Donor Advised Fund (DAF). Having a DAF in place for times like these is important to help meet the needs of your community.

Vaccine for Physician Pocketbooks

Category: Financial Planning

By Ross Polking

05/07/2020

While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

What to Do with Your College Expenses Refund Check

Category: Financial Planning

By Caleb Brown

05/06/2020

If you are receiving a refund of money already spent from a 529 plan, here are some important considerations. 

Who Is Your Team’s Financial General Manager

Category: Financial Planning » Retirement Planning » Beneficiary 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.

Four Ways to Connect with Foster Group

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Emily Appelgate

04/29/2020

How can you stay connected financially during this time?

Clarifying the CARES Act for Businesses

Category: Financial Planning

By Guest Blogger

04/17/2020

Dave Hove, Senior Tax Partner at LWBJ, highlights programs that apply specifically to businesses under the CARES Act.

Uncle Sam Wants His Money

Category: Financial Planning

By Ross Polking

11/02/2018

Estate Planning in 2018 and Beyond- Simplification and Flexibility

Category: Financial Planning

By Guest Blogger

11/02/2018

Do I Need a Will or a Trust?

Category: Financial Planning

By Stacie Neussendorfer

10/19/2018

Opportunity Valley

Category: Financial Planning

By Caleb Brown

10/01/2018

Things to Consider When Making a Pension Election

Category: Financial Planning

By Marcus Iwig

09/28/2018

Education Planning Begins Today

Category: Financial Planning

By Wade Den Hartog

09/21/2018

Why the Charitable Remainder Trust Has Staying Power

Category: Financial Planning

By Walt Mozdzer

09/14/2018

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

Category: Financial Planning » Estate & Transfer Planning

By Stacie Neussendorfer

09/07/2018

Effectively Utilizing Deferred Compensation Plans

Category: Financial Planning

By Marcus Iwig

08/31/2018

Creating Clarity Regarding Retirement Withdrawls

Category: Financial Planning

By Caleb Brown

07/27/2018

Helping Others Grieve

Category: Financial Planning

By Brittany Heard

07/13/2018

Charitable Advantages of Owning an IRA

Category: Financial Planning

By Walt Mozdzer

06/22/2018