Focus on What You Can Control
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?
Set It and Don’t Forget It
Alphabet Soup
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.
3 Key Topics You Should Know from the Retirement Enhancement Act
SECURE Act Signed Into Law. How Will This Impact Your Plan?
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
IRS Allows for Reversal of 2020 RMDs
In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.
Round Two: Stimulus Aid Arrives
The aid package was just one part of a larger funding bill, and it contained many provisions, most notably an additional round of direct payments to Americans.
More Stimulus Aid on the Horizon
On January 14th, President Biden presented his plan, titled the American Rescue Plan, for the next round of economic aid related to the ongoing pandemic.
Changing with My Aging
Why I Hate New Year’s Resolutions
Stock Markets Are Like Kids
As I was driving into work, I realized that toddlers are a lot like the stock market.
I Want to Be Like Them
Stories like this spread and inspire others to be generous.