Foster Group - Financial Planning Insights

Money and Emotions

By Brittany Heard

06/14/2019

The first step to managing emotions in financial decisions is to understand the script or story you are telling yourself about money and where it came from.

457(b): The Good, The Not so Good, and The Not Good at All

Category: Financial Planning

By Ross Polking

05/28/2019

457(b) plans can be a great vehicle for retirement savings if available, but they are often complex and come with restrictions 401(k) and 403(b) plans don't have.

Stuff I’ve Learned

Category: Financial Planning

By Jason Brown

05/15/2019

Random, interesting stuff (at least to me!) I’ve learned since joining Foster Group.

Set It and Don’t Forget It

Category: Financial Planning

By Wade Den Hartog

04/18/2019

Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.

Spring Training Thoughts for Your Portfolio

Category: Financial Planning » Retirement Planning » Asset Location

By Brad Rempe

04/15/2019

While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.

One Paycheck from Ruin

Category: Financial Planning

By Garrett Jackson

03/22/2019

Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.

Avoiding Probate Just Got a Little EasieràFor Certain Estates

Category: Financial Planning

By Guest Blogger

03/07/2019

Currently in Iowa, if a decedent owns personal property that totals $25,000 or less and that property would normally pass under a Will or the intestate statute, you can skip probate with just an affidavit.