Foster Group - Financial Planning Insights

To Refinance or Not…That is the Question

By Andrew Farmer

04/02/2020

While our advice for nearly everyone is to sit tight when it comes to their investments, there is a move we’d encourage nearly everyone to consider – refinance your mortgage.

Webinar Replay: Secure Act Q&A

Category: Financial Planning

By Kent Kramer

03/31/2020

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

By Zach Dalluge

03/30/2020

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

By Ross Polking

03/13/2020

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

By Ryne Oller

03/06/2020

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

By Walt Mozdzer

03/06/2020

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

By Guest Blogger

03/04/2020

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

By Zach Dalluge

02/14/2020

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

By Joe Bantz

02/07/2020

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!