Home Sweet Home, or an Investment?
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
How a Medicare Supplement Coordinates with the Parts of Medicare
Medicare seems like the Alphabet soup of health insurance. Parts A, B, C, D and then the myriad of supplemental coverage. As Charlie Brown would say, “Good Grief”…. Let’s decipher it here.
How Can Investors Benefit from Higher Rates? | Financial Perspectives
How Could You Use Your Stimulus Check?
How Do I Get Started with Foster Group?
When it comes to engaging with Foster Group, we want the first step to be not only easy; but insightful, engaging, and intuitive, as well.
How Elections Affect the Market
How is COVID-19 Impacting Real Estate Investment Trusts?
How have real estate investments been impacted by the coronavirus pandemic and subsequent global lockdown?
How Much Life Insurance Protection Is Enough?
Life insurance is an important component of a financial plan. An early death can create severe hardships for the surviving family if the proper amount of insurance is not in place. The recommended amount of life insurance will vary from family to family depending on a variety of factors.
Leave the Gift of Giving as part of your Estate Plan
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Lessons from the Final 4
Let Charitable Giving Take the Sting Out of Taxes
Foster Group has a number of philanthropically-focused team members who can walk you through the integration of charitable intent with your financial plan. There are several ways to give, save taxes, help worthy organizations, and leave a legacy both through heirs and non-profit organizations.
Let’s Defrost Taxing Relationships
Let’s Make 2023 a Year of Savings Inflation
The rising cost of living recently has led the IRS to raise the 2023 contribution limits for employees with 401(k), 403(b), most 457 plans, and the federal government's Thrift Savings Plan.
Life is Full of Taxes
Listen to Learn with These 5 Podcasts
Living in Fear of a Market Downturn?
Making Sense of SECURE Act 2.0 | Financial Perspectives (In a Minute)
The SECURE Act 2.0 includes 90+ provisions designed to help savers and people in or near retirement. This week, Matt Moklestad highlights some of the key changes from the act.
Making the Best of It | Financial Perspectives
Making the Most of a Bear Market
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.