Umbrella Insurance Is Just a Catch All Policy, Right?
Category: Financial Planning
Guest Blogger Tim Hibbing. Umbrella policies are becoming more and more popular in our litigious culture.
How Will You Pay for Long-Term Care?
Category: Financial Planning
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
I Want to Be Like Them
Category: Financial Planning » Charitable Giving
Stories like this spread and inspire others to be generous.
Alphabet Soup
Category: Financial Planning
Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.
5/29 is for 529’s
Category: Financial Planning
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.
Webinar: Creating Your Paycheck in Retirement
Category: Financial Planning
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
Raising Kids, Lowering Taxes
Category: Financial Planning
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
It’s College Planning Time. Are Your Finances Ready?
Category: Financial Planning
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
American Rescue Plan: Aid Begins Hitting Accounts
Category: Financial Planning
Most notably, the bill included another round of direct payments to Americans, many of whom have already received the $1,400 (individually), plus per spouse and dependent/s.
Five Reasons to Consider a Roth IRA Conversion
Category: Financial Planning
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
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
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
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
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
How can you stay connected financially during this time?
Clarifying the CARES Act for Businesses
Category: Financial Planning
Dave Hove, Senior Tax Partner at LWBJ, highlights programs that apply specifically to businesses under the CARES Act.
CARES Act Q&A
Category: Financial Planning
Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
To Refinance or Not…That is the Question
Category: Financial Planning
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
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
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
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.