logo
LOG IN
LOG IN
clear selection
Articles Presentations Resources Videos

Recent Content

AUTHOR
  • Title
  • Author
  • Date
Z-A
  • A-Z
  • Z-A

Who Is Your Team’s Financial General Manager

Category: Financial Planning » Estate & Transfer Planning
By Wade Den Hartog
04/30/2020
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.

Focus on What You Can Control

Category: Financial Planning » Estate & Transfer Planning » Advanced Techniques
By Wade Den Hartog
08/10/2020

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?

Chart of the Month – August 2025

Category: Financial Planning » Estate & Transfer Planning
By Jack Davies
08/05/2025

Many Iowa farms are likely to change hands over the next 20 years. Learn why preparing now can help protect the legacy and livelihood of Iowa’s family farms.

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?

How to Plan Your Digital Legacy

Category: Financial Planning » Estate & Transfer Planning
By Zach Dalluge
12/09/2022

Currently, a single solution to preserve or pass on ownership of digital assets doesn’t exist. This is where it becomes important to think about all of your digital assets and develop a plan for each. Here’s how to go about it.

3 Key Topics You Should Know from the Retirement Enhancement Act

Category: Financial Planning » Estate & Transfer Planning
By Zach Dalluge
07/03/2019
While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.

Inherit $100 and Advance to Go!

Category: Financial Planning » Estate & Transfer Planning
By Brent Carlson
08/13/2025

Before taking action on your inheritance, here are three things to consider.

Passing on the Spirit of Generosity in a Tax Smart Manner

Category: Financial Planning » Estate & Transfer Planning
By Caleb Brown
04/09/2024

If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?

Estate Planning in 2018 and Beyond- Simplification and Flexibility

Category: Financial Planning » Estate & Transfer Planning
By Guest Blogger
11/02/2018
Previous 1 2 3 4 5 Next

Avoiding Probate- How Do I Do It and Why Do I Care

Category: Financial Planning » Estate & Transfer Planning
By Guest Blogger
03/06/2017

The “Write” Plan- Components of a Complete Estate Plan

Category: Financial Planning » Estate & Transfer Planning
By Guest Blogger
11/16/2016

Planning for Mental Decline

Category: Financial Planning » Estate & Transfer Planning
By Guest Blogger
10/04/2017

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.

Estate Planning with Minor Children

Category: Financial Planning » Estate & Transfer Planning
By Guest Blogger
07/11/2017

How Wide is the Moat Around Your Castle

Category: Financial Planning » Estate & Transfer Planning
By Guest Blogger
12/07/2017

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.

Is It Time to Review Your Estate Plan

Category: Financial Planning » Estate & Transfer Planning
By Matt Abels
02/16/2018

Have You Considered the Realtime Gratification of Warm Giving?

Category: Financial Planning » Estate & Transfer Planning
By Matt Abels
12/16/2025

Consider the value of giving now—reaping the emotional rewards of seeing the impact of your gift firsthand, during your lifetime.

Previous 1 2 3 4
logo ⯇ Return to fostergrp.com
FILTER BY:
  • Content Type
    • Articles
    • Presentations
    • Resources & Tools
    • Videos
  • Financial Planning
    • Behavioral Finance
    • Cashflow
      • Additional Resources
      • Budget Spreadsheet
      • Debt Reduction
    • Charitable Giving
      • CLT
      • CRT
      • DAF
      • Qualified Charitable Distribution (QCD)
    • Closely Held Business
      • Business Entities
      • Sale strategies and structures
      • Valuation methods
    • Education Planning
      • 529 Plans
      • Cost of Education
      • Financial Aid
    • Estate & Transfer Planning
      • Advanced Techniques
      • Estate Tax
      • Gift Tax
      • Living Will/Healthcare POA
      • Power of Attorney
      • Probate Process
      • Trusts
      • Wills
    • Executive Compensation
      • Concentrated Stock Positions
      • Deferred Compensation Plans
      • Equity Compensation Plans
      • Stock Options
    • Family Governance
      • Family Education
      • Family Meetings
      • Mission, Vision, Values
    • General Planning
      • Divorce
    • Insurance
      • Disability
      • Health
      • Life
      • Long Term Care
      • Medicare
      • Property & Casualty
    • Retirement Planning
      • Asset Location
      • Beneficiary Planning
      • Net Unrealized Appreciation (NUA)
      • Required Minimum Distributions (RMD)
      • Retirement Plan Types
      • Sequence of Return Risk
      • Social Security Planning
      • Withdrawal Strategies
    • Taxes
      • 1040
      • AGI
      • Income
      • Itemized Deductions
      • Other Taxes
      • Quick Tax Facts
      • Tax and Credits
  • Foster Group
  • Investing
    • Active Management
    • Alternative Investments
      • Commodities
      • Hedge Funds
      • Private Equity
      • Real Estate
    • Asset Allocation
      • Asset / Liability Matching
      • Growth & Preservation
      • Lifeboat
    • Costs
    • Diversification
    • Economics
      • Inflation
    • Equity / Stocks
      • Domestic
      • Foreign
    • Factors / Premiums
      • Credit Quality (Fixed Income)
      • Duration / Term (Fixed Income)
      • High Profitability (Quality) Stocks
      • Market
      • Momentum
      • Small Cap Stocks
      • Value Stocks
    • Financial Science (Academia)
      • Artificial Intelligence
    • Fixed Income / Bonds
      • Corporate
      • Government
      • Inflation Protected
    • Foster Group Investment Principles
      • Accept Uncertainty
      • Advance with Science
      • Align Purposes and Portfolio
      • Apply Markets
      • Avoid Predictable Disappointments
    • Indexing & Passive Investment
    • Interest Rates
    • International Investments
      • Currency Hedging
    • Investor Psychology & Behavior
    • Market History
      • Elections / Politics
      • Expected Returns
      • Indexes
    • Mutual Funds
    • Portfolio Management
      • Portfolio Transitions
      • Rebalancing
      • Tax Loss Harvesting
      • Tax Management
    • Risk
    • Socially Responsible / Sustainability Investing
clear filters
logo
Foster Group | West Des Moines, IA| Omaha, NE
Phone: 515-226-9000 | Toll Free: 800-798-1012 | Fax: 515-224-4970
© 2025 Foster Group, Inc. All Rights Reserved | Disclosures | Legal