Foster Group - Financial Planning Insights

SECURE Act Signed Into Law. How Will This Impact Your Plan?

By Zach Dalluge

01/16/2020

In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?

Why I Hate New Year’s Resolutions

Category: Financial Planning » Behavioral Finance

By Alex Battani

01/14/2020

Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.

The Ins and Outs of Paying Student Loan Debt

Category: Financial Planning

By Zach Dalluge

12/20/2019

Whether you are working on paying down student debt yourself, or have children looking to do so, below are some questions to consider.

Confirming What You Know

Category: Financial Planning

By Kyra Wells

12/17/2019

Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences?

An Executive’s Financial Guide

Category: Financial Planning » Estate & Transfer Planning

By Foster Group

12/16/2019

Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.

Teaching Your Kids to be Grateful and Giving

Category: Financial Planning

By Wade Den Hartog

11/22/2019

Most of the time, it is not so much how we directly “teach” our kids about the value of money but rather how we model and speak about money around them.

Life is Full of Taxes

Category: Financial Planning

By Ross Polking

11/15/2019

As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.