What’s In Your (Charitable) Toolbox?
Our vision at Foster Group is to influence thousands of individuals, families, and organizations with wise financial counsel while encouraging the pursuit of meaningful living and generous giving. One of the ways we like to do this is by expanding our clients’ giving toolbox.
What You Need to Know About Public Service Loan Forgiveness
Recently, the Department of Education announced some changes to the Public Service Loan Forgiveness program because of the impact of COVID-19. Now, more than ever, it’s important to seek professional help related to these matters.
What to Do with Your College Expenses Refund Check
What to Do If Forced Into Retirement Early
Yet, all too often, there is a second group of retirees for whom retirement is filled with uncertainty. Let’s say that at age 58, suddenly you are forced to retire. This could be a full five to seven years before you planned. What do you do now?
What Tax Documents Do Investors Need to File?
I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.
What Really is the Annual Enrollment Period?
Hopefully, you have read my first two blogs that talked about Medicare Supplement and Drug plans and the difference with Medicare Advantage plan designs. The last of this series will talk about the Annual Enrollment Period and what can really happen here.
What Jumping Out of an Airplane Taught Me About Investing
As with many things in life, there are usually lessons to be learned from our experiences that can be carried over into other aspects of life. Here are a few things jumping out of an airplane taught me about investing.
What is your Legacy?
We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.
What Really is the Annual Enrollment Period?
Hopefully, you have read my first two blogs that talked about Medicare Supplement and Drug plans and the difference with Medicare Advantage plan designs. The last of this series will talk about the Annual Enrollment Period and what can really happen here.
What Jumping Out of an Airplane Taught Me About Investing
As with many things in life, there are usually lessons to be learned from our experiences that can be carried over into other aspects of life. Here are a few things jumping out of an airplane taught me about investing.
What is your Legacy?
We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.
What I Have Learned From My Journey of Generosity
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
What Does It Mean to Be an Investor? – Part Two
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
What do you need to know about Property & Casualty Insurance?
Insurance is one of the few things you buy which you never hope to benefit from, because that typically means something bad has happened. I encourage you to take a few minutes to confirm items that could make a massive impact on your financial situation if an accident were to happen.
What Can You Do Before the 2021 Tax Deadline?
What Can You Do Before the 2021 Tax Deadline?
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
Webinar: Time to Go From Saving to Spending
You've spent decades saving for retirement. But actually using those assets takes a different mindset. In this complimentary webinar, you'll learn how to make the transition easier.
Webinar: ThanksGIVING
Webinar: Straight Up Money Talk
Starting a conversation about money with your children or grandchildren can be difficult, but Foster Group can help. Learn why it’s important to be a positive and proactive role model, how your childhood experiences with money can influence your behaviors and thoughts, and financial lessons you can share with kids of all ages to help position them for success.