Foster Group - Financial Planning Insights

Teaching Your Kids to Invest Early in Life

By Caleb Brown

07/19/2021

One of the concerns I continually hear from the clients I work with is whether the next generation can handle money well. The only way to know is to give them an opportunity. Helping them invest early and often will teach them discipline, patience, how to manage their emotions and the power of compound interest. All of it is essential learning on the path to financial independence . . . and many other things in life, as well.

How One Client Lives a Meaningful, Generous Life

Category: Financial Planning » Charitable Giving

By Brittany Heard

07/12/2021

At Foster Group, we encourage our clients to live lives of meaning and generosity, and some of our clients embody this. Of all the amazing stories I’ve heard, the following has impacted me most deeply.

Umbrella Insurance Is Just a Catch All Policy, Right?

Category: Financial Planning

By Guest Blogger

07/06/2021

Guest Blogger Tim Hibbing. Umbrella policies are becoming more and more popular in our litigious culture.

How Will You Pay for Long-Term Care?

Category: Financial Planning

By Nikki Nee

07/06/2021

Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?

I Lead a Team of Financial Advisors, Here are 5 Reasons Not to Hire One

Category: Foster Group

By Jason Brown

06/22/2021

I love the place I work, I love the people I work with, and I think the work we do is almost always worth the money people pay us. Despite the fact I value all these things, I’ve come to realize there are some good reasons not to work with us.

Four Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on June 11th

Category: Investing

By Kent Kramer

06/08/2021

Four Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, June 11th.

I Want to Be Like Them

Category: Financial Planning » Charitable Giving

By Alex Battani

06/08/2021

Stories like this spread and inspire others to be generous.

Alphabet Soup

Category: Financial Planning » Charitable Giving

By Wade Den Hartog

06/01/2021

Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.

5/29 is for 529’s

Category: Financial Planning » Education Planning » 529 Plans

By Kadin White

05/25/2021

May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.

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Listen to Learn with These 5 Podcasts

Category: Foster Group

By Jason Brown

02/21/2020

Like most of you, I enjoy learning. And one of the ways I learn is by listening to podcasts. Here are five podcasts I recommend.

Med School Grads, Do These Three Things First

Category: Financial Planning » Cashflow

By Zach Dalluge

02/14/2020

As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.

Generous Giving is Meaningful Living!

Category: Financial Planning » Charitable Giving

By Joe Bantz

02/07/2020

My wife taught me to be a giver. She gave me plenty of opportunities to “practice” giving until I began realizing that it was fun, and it actually made me happier!

Steps to Take When a Loved One Dies

Category: Financial Planning » Estate & Transfer Planning

By Guest Blogger

02/04/2020

The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.

Recent Market Volatility: Coronavirus Worries Are Only Part of the Story

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

02/03/2020

In addition to the coronavirus, other sources of investor uncertainty include global economic growth, the UK finalizing their Brexit negotiations, trade negotiations between Europe and the US, President TrumpÆs impeachment and ongoing Senate trial, and 20

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.

$1 Trillion!

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Matt Moklestad

01/24/2020

Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?

Perhaps It’s Not About What You Want From Life, But What Life Wants From You

Category: Foster Group

By Jason Brown

01/22/2020

I just finished reading Man’s Search for Meaning by Viktor Frankl. Among the many meaningful things he wrote, here is one that stood out.

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?

Why I Hate New Year’s Resolutions

Category: Financial Planning » Behavioral Finance

By Alex Battani

01/14/2020

Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.