On December 29th, 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was officially signed into law. The act includes 90+ provisions designed to help savers and people in or near retirement. Here are 8 key changes from the act.
Many business owners are looking for more tax-friendly ways to save for retirement. A cash balance plan could be the answer.
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.
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
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.
In more than a decade of working with clients, I’ve discovered that one thing tends to do more damage to financial plans than any other.
At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions
In more than a decade of working with clients, I’ve discovered that one thing tends to do more damage to financial plans than any other.
At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
What are the primary drivers of a happy retirement and overall wellness?
