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.
Foster Group Named to CNBC FA 100 List
Foster Group has been recognized in the 2021 CNBC FA 100 list, which ranks the top-rated financial advisory firms in 2021.
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Foster Group Company Retirement Plans - Helping You and Your Employees Feel Confident About the Future
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Foster Group SelectWealth - Helping you achieve the life and legacy you want.
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Foster Group Endowments & Foundations - Helping Your Organization Make a Positive Impact for Years to Come
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Foster Group SignatureWealth - a dedicated financial advisor and service team to manage all aspects of your financial life.
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Foster Group CoreWealth - helping you define and achieve your personal vision.
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.
Advisor Spotlight: Caleb Brown | Financial Perspectives
This week, Jason Brown is joined by Lead Advisor, Caleb Brown. Hear Caleb share what he likes most about his job, how his perspective has changed over the years, what he feels clients value the most about working with Foster Group, good and bad money decisions, and what he's hopeful for in the future.
Do Headlines Cause You to Take Action?
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
Webinar: ThanksGIVING
Positive Planning Opportunities in a Negative Market
Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.
My Top 9 + 1 from Morgan Housel’s The Psychology of Money
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
Accountability: The Key to Unlocking Financial Independence
For more than 20 years, I ran competitively. Last year, I spent three to four months training consistently and failed to reach one of my goals.
Saving More Is Easy If You Eliminate Obstacles
I listened to a great show on the Hidden Brain podcast a couple months ago: Work 2.0 – The Obstacles You Don’t See. The big takeaway was that often the path to success is not about more motivation but removing obstacles. I think the podcast has had a big impact on my life already. Let me explain.
Have You Come to Terms with the Reality of Your Retirement?
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
The Once a Year Approach to Looking at Investments
Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.
Passing on the Spirit of Generosity in a Tax Smart Manner
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?