Celebrating 50 Years of Equal Credit Opportunities for Women
As a woman in finance, I often like to think about how far we, as women, have come. A lot has changed for women in finance in the last 50 years, and I hope to see even more changes in the next 50!
Tailoring Your Financial Plan to Match Your Goals
If you are a client of Foster Group and have met with your advisor recently, you may have discussed what’s important to you, what we are planning for as it relates to your goals, and what you hope to achieve.
What is a Fiduciary
Money and Emotions
Growing in Confidence
Getting Over Financial Hurdles
Becoming a Woman of Influence
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.
What do you need to know about Property & Casualty Insurance?
Insurance is one of the few things you buy which you never hope to benefit from, because that typically means something bad has happened. I encourage you to take a few minutes to confirm items that could make a massive impact on your financial situation if an accident were to happen.
The Ins and Outs of Paying Student Loan Debt
Med School Grads, Do These Three Things First
Who Should Care About the CARES Act? You!
Kids These Days Aren’t Even Taught How to Balance a Checkbook
Getting Rid of Debt Can Help You Save
At the end of 2021, outstanding consumer debt in the United States, including mortgages, student loans, auto loans, credit cards, etc., totaled $15.6 trillion, which equates to about $50,000 per American. Clearly, we are no strangers to debt. Ultimately, getting rid of consumeristic debt will help you save and accomplish your goals.
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).
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.
American Rescue Plan: Aid Begins Hitting Accounts
Most notably, the bill included another round of direct payments to Americans, many of whom have already received the $1,400 (individually), plus per spouse and dependent/s.