Who Can Benefit from a 529 Plan
Category: Financial Planning
While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?
When to Review Your Estate Plan
Category: Financial Planning
Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.
When Market Volatility Creates Opportunity
Category: Financial Planning
The first half of 2022 has proven to be challenging for investors. Being an investor during volatile markets isn’t easy, but there are a few strategies to consider in order to make the best of a difficult situation.
When Lightning Strikes
Category: Financial Planning
Is your financial plan ready to weather a storm? Will you be caught off guard, as we were just weeks ago, or are you prepared? One of the advantages of working with a Financial Advisor is that he or she will build a plan that takes into account the inevitability of future storms.
What’s the Best Investment a New Parent Can Make?
Category: Financial Planning
No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.
What’s Next?
Category: Foster Group
Recently, I came across a TedX talk that featured Dr. Riley Moynes. After retiring from the financial industry, he wrote a book called,” The Four Phases of Retirement”.* Because the talk was helpful for me, I wanted to share the four phases with you.
What’s In Your (Charitable) Toolbox?
Category: Financial Planning
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
Category: Financial Planning
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’s Next?
Category: Foster Group
Recently, I came across a TedX talk that featured Dr. Riley Moynes. After retiring from the financial industry, he wrote a book called,” The Four Phases of Retirement”.* Because the talk was helpful for me, I wanted to share the four phases with you.
What’s In Your (Charitable) Toolbox?
Category: Financial Planning
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
Category: Financial Planning
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
Category: Financial Planning
If you are receiving a refund of money already spent from a 529 plan, here are some important considerations.
What to Do If Forced Into Retirement Early
Category: Financial Planning
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?
Category: Financial Planning
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?
Category: Financial Planning
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
Category: Financial Planning » Behavioral Finance
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?
Category: Financial Planning » Behavioral Finance
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 if Inflation Isn’t Quite Done? | Financial Perspectives
This month, Kent Kramer and Caleb Brown discuss insights on how inflation could impact your financial plan and portfolio. Learn how to prepare for inflation, plan for future spending, and invest wisely for your retirement.
What I Learned On The Road To The House on the Lake
Category: Financial Planning
In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?
What I Learned About the Nature of True Wealth
Category: Financial Planning
“Wealth” is a relative term. For many, if not most people, wealth has a lot to do with money. But there are those who have a lot of money who would gladly trade it for a happy marriage, or great health, or a clear conscience. The definitions of wealth are truly limitless, unique to each of us.