Thanks a Million
We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you.
We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you.
The IRS is allowing some people to skip their Required Minimum Distributions (RMDs) from inherited IRAs. If you inherited an IRA in 2020 or later, you may not need to make a distribution this year. Read for some background.
As the NCAA tournament wraps up, many sports fans are reflecting on their brackets, winning their office pools, and bragging rights with friends. Similarly, others focus on their investments and trying to predict which stocks will perform the best. We may think of these as two separate worlds, but there are numerous similarities between the two.
As we hope you know, our highest priority is to help ensure that your financial life is Truly Cared For®, so that you can live a life of meaning and generosity. The client survey we conducted in November was a critical step in helping ensure that we are serving you well.
Gallup recognized Foster Group as a 2021 Exceptional Workplace Award winner. This marks the fourth consecutive year the team at Foster Group has received this award.
After months of speculation, on September 13th, the House Ways and Means Committee released a proposal for tax reform effective in 2022 (and possibly in 2021 for selected provisions). The proposal contains a number of provisions that were expected, and a few surprises that we did not expect.
Foster Group has been recognized in the 2021 CNBC FA 100 list, which ranks the top-rated financial advisory firms in 2021.
Foster Group Company Retirement Plans - Helping You and Your Employees Feel Confident About the Future
We are now offering CoreWealth, a smart, client-driven technology solution supported by our Foster Group expertise and human touch.
This year came with a few surprises, to say the least. We didn't let that stop us from pursuing our goal of Truly Caring For our clients, our communities, and our team.
Guest Blogger Eric Wahlstrom, CPA. With easy access to online or off-the-shelf software, preparing your own tax return is often appealing as an affordable, logical option.
Before I joined Foster Group, I served 24 years as a Survival, Evasion, Resistance, Escape (SERE) Specialist in the United States Air Force. It might seem like quite the career transition from Airman to Financial Planner. However, the two paths have more in common than one might expect.
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.