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5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney

Category: Financial Planning » Estate & Transfer Planning
By Jake Kinnetz
04/19/2023

Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.

Don’t Leave Your Last Round to Chance

Category: Financial Planning » Estate & Transfer Planning
By Marcus Iwig
03/08/2021

I certainly would argue that building a business is more than just a dice game, but both involve risk. How you fill out your scoresheet in Yahtzee is a good example of what business owners might decide to do with their business profits.

Financial Planning for Women: Preparing for a Longer Life Expectancy

Category: Financial Planning » Estate & Transfer Planning
By Brittany Heard
10/01/2024

We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.

Women Live Longer – What That Could Mean for Your Estate

Category: Financial Planning » Estate & Transfer Planning
By Brittany Heard
08/19/2025

Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.

Financial Health in the Prime of Your Career – It’s Time for a Check Up!

Category: Financial Planning » Charitable Giving » DAF
By Brittany Heard
03/15/2023

You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?

Estate Planning Opportunities in a Low Interest Rate Environment

Category: Financial Planning » Estate & Transfer Planning
By Foster Group
06/16/2020

Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.

An Executive’s Financial Guide

Category: Financial Planning » Estate & Transfer Planning
By Foster Group
12/16/2019
Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.

Leave a Legacy

Category: Financial Planning » Estate & Transfer Planning
By Foster Group
06/23/2017

Maximize Your Limits

Category: Financial Planning » Education Planning » 529 Plans
By Ethan Gascho
01/31/2020
As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.
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An Executive’s Financial Guide

Category: Financial Planning » Estate & Transfer Planning
By Foster Group
12/16/2019
Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.

Leave a Legacy

Category: Financial Planning » Estate & Transfer Planning
By Foster Group
06/23/2017

Maximize Your Limits

Category: Financial Planning » Education Planning » 529 Plans
By Ethan Gascho
01/31/2020
As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.

Who Is Your Team’s Financial General Manager

Category: Financial Planning » Estate & Transfer Planning
By Wade Den Hartog
04/30/2020
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.

Focus on What You Can Control

Category: Financial Planning » Estate & Transfer Planning » Advanced Techniques
By Wade Den Hartog
08/10/2020

At Foster Group, we focus on what we can control and embrace uncertainty. So, when it comes to your financial plan, what are the areas we can help you control?

Chart of the Month – August 2025

Category: Financial Planning » Estate & Transfer Planning
By Jack Davies
08/05/2025

Many Iowa farms are likely to change hands over the next 20 years. Learn why preparing now can help protect the legacy and livelihood of Iowa’s family farms.

SECURE Act Signed Into Law. How Will This Impact Your Plan?

Category: Financial Planning » Estate & Transfer Planning
By Zach Dalluge
01/16/2020

In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?

How to Plan Your Digital Legacy

Category: Financial Planning » Estate & Transfer Planning
By Zach Dalluge
12/09/2022

Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.

3 Key Topics You Should Know from the Retirement Enhancement Act

Category: Financial Planning » Estate & Transfer Planning
By Zach Dalluge
07/03/2019
While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.

Inherit $100 and Advance to Go!

Category: Financial Planning » Estate & Transfer Planning
By Brent Carlson
08/13/2025

Before taking action on your inheritance, here are three things to consider.

Passing on the Spirit of Generosity in a Tax Smart Manner

Category: Financial Planning » Estate & Transfer Planning
By Caleb Brown
04/09/2024

If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?

Estate Planning in 2018 and Beyond- Simplification and Flexibility

Category: Financial Planning » Estate & Transfer Planning
By Guest Blogger
11/02/2018
Previous 1 2 3 4 Next
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