What’s In Your (Charitable) Toolbox?

Our vision at Foster Group is to influence thousands of individuals, families, and organizations with wise financial counsel while encouraging the pursuit of meaningful living and generous giving. One of the ways we like to do this is by expanding our clients’ giving toolbox.

Sequence of Return Risk

The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.

Analyzing the American Families Plan Tax Proposal

After months of speculation, on September 13th, the House Ways and Means Committee released a proposal for tax reform effective in 2022 (and possibly in 2021 for selected provisions). The proposal contains a number of provisions that were expected, and a few surprises that we did not expect. 

Five Myths Your Landlord Wants You To Believe

It can be difficult to discern fact from fiction when dealing with landlords. A misunderstanding of these key issues can have serious consequences for your practice. The following information should help dispel some common myths and prevent costly mistakes in your next lease negotiation.

What the Air Force Taught Me About Being a Financial Advisor

Before I joined Foster Group, I served 24 years as a Survival, Evasion, Resistance, Escape (SERE) Specialist in the United States Air Force. It might seem like quite the career transition from Airman to Financial Planner. However, the two paths have more in common than one might expect.

Iowa Income Tax Changes Have an Impact in 2022

One of the significant changes in the tax reform bill signed by Governor Reynolds on March 1, is the eventual elimination of federal tax deductibility for determining taxable income. Iowa was one of the few remaining states that allowed taxpayers to deduct federal taxes to determine their state income taxes.

Join Us October 20th for a Special Education Event!

Uncertainty is unavoidable. It's all in how you react to it. In this educational conversation, we'll talk with David Booth and Senator Bill Bradley about adapting and controlling what you can -- hearing personal stories about facing challenges and strategies they've developed to help make better decisions.

When Was the Last Time You Reviewed Your 401(k) Plan?

Do you run a small business that provides a 401(k) plan benefit for your employees? Do you ever wonder if you are following all the right steps to ensure that you are meeting your fiduciary responsibilities as a plan sponsor?

Six Key Ideas for Navigating Markets for the Rest of 2022

Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.