Foster Group - Financial Planning Insights

What to Do with Your College Expenses Refund Check

Category: Financial Planning » Education Planning

By Caleb Brown

05/06/2020

If you are receiving a refund of money already spent from a 529 plan, here are some important considerations.

Who Can Benefit from a 529 Plan

Category: Financial Planning » Education Planning

By Ryne Oller

03/06/2020

While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?

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.

The Ins and Outs of Paying Student Loan Debt

Category: Financial Planning » Behavioral Finance

By Zach Dalluge

12/20/2019

Whether you are working on paying down student debt yourself, or have children looking to do so, below are some questions to consider.

Single Stock- Too Much of a Good Thing

Category: Financial Planning » Education Planning

By Marcus Iwig

10/25/2019

Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.