Foster Group - Financial Planning Insights

ESG Investing. What Does It Mean to be a Responsible Investor?

Category: Investing » Foster Group Investment Principles » Advance with Science

By Kent Kramer

06/10/2020

ESG investing is growing in popularity and public interest. The values being expressed through ESG related portfolio decisions are as diverse as the universe of investors participating in global markets today.

3 Options to Help Keep Your Ducks in a Row

Category: Financial Planning » Cashflow

By Foster Group

06/09/2020

Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.

4 Reasons You Should Hire a Financial Advisor Right Now

Category: Foster Group

By Foster Group

06/08/2020

When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.

What I Think About When Working From Home

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Walt Mozdzer

05/29/2020

In the blink of an eye, it seems, our lives have taken a major turn, because of a sneaky, harmful, invisible germ. The concept of uncertainty is real and palpable.

How Could You Use Your Stimulus Check?

Category: Financial Planning » Behavioral Finance

By Brittany Heard

05/27/2020

You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.

Grow Through What You Go Through

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Nikki Nee

05/22/2020

While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.

Mutual Funds and ETFs: What’s the Difference?

Category: Investing » Foster Group Investment Principles » Advance with Science

By Ryan Lamoureux

05/19/2020

There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.

Five Reasons to Consider a Roth IRA Conversion

Category: Financial Planning

By Andy Mullan

05/15/2020

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 » Charitable Giving

By Wade Den Hartog

05/15/2020

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.

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The Power of Answering Two Key Questions

Category: Foster Group

By Jason Brown

03/08/2019

How can answering two key questions potentially change your perspective on retirement?

Avoiding Probate Just Got a Little EasieràFor Certain Estates

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

03/07/2019

Currently in Iowa, if a decedent owns personal property that totals $25,000 or less and that property would normally pass under a Will or the intestate statute, you can skip probate with just an affidavit.

Is a Recession Around the Curve?

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

03/07/2019

Keys to Integrating Executive Compensation and Benefits

Category: Financial Planning » Executive Compensation » Deferred Compensation Plans

By Marcus Iwig

02/22/2019

My Strange Family

Category: Financial Planning » Family Governance

By Joe Bantz

02/15/2019

Strengthening Marital Bonds with Orange Juice

Category: Financial Planning » Family Governance

By Walt Mozdzer

02/08/2019

In buying Janna Orange Juice, both of us are getting what we want financially… let me explain.

Is Your Portfolio Tailored to Fit Your Needs, or Just ?Off-The-Rack??

Category: Investing » Foster Group Investment Principles » Advance with Science

By Ryan Lamoureux

02/01/2019

A Pie of Different Flavors

Category: Financial Planning » Retirement Planning » Asset Location

By Matt Moklestad

01/18/2019

Is Your Family on the Same Page

Category: Financial Planning » Family Governance

By Wade Den Hartog

01/11/2019

What Makes You Cry?

Category: Foster Group

By Jason Brown

01/04/2019

As someone who works at a financial planning and investment management firm, I think itÆs a question we should probably be asking our clients more often.