Five Ideas for Charitable Tax Savings
Category: Financial Planning » Charitable Giving
Five ideas for integrating your finances and your philanthropy.
My Money Story
Category: Financial Planning » Charitable Giving
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
How Deep Is Your Bullpen?
Category: Financial Planning » Charitable Giving
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
The Power of Invitation
Category: Financial Planning » Charitable Giving
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
Are You Hungry?
Category: Financial Planning » Charitable Giving
Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?”
Your Money Should Make You Happy – Does It?
Category: Financial Planning » Charitable Giving
What role does money play in your life? Is it possible that your financial plan could be “bulletproof”… but also “joy-proof”? Discover how shifting your mindset can lead to greater meaning, freedom, and fun.
Inherit $100 and Advance to Go!
Category: Financial Planning » Charitable Giving
Before taking action on your inheritance, here are three things to consider.
Smart Tax Moves for Year–End 2025: How to Make the Most of Your Brackets
Category: Financial Planning » Charitable Giving
Check out Ethan's five actionable strategies that could help you take control of your taxes at year-end in 2025.
Year-End Financial Planning: Smart Moves Before Next Year
Category: Financial Planning » Charitable Giving
Are you optimizing your year-end for maximum financial benefit? Kent's blog post reveals helpful key strategies, from SALT limits to Donor Advised Funds.
Charitable Giving: Ending the Year with Purpose
Category: Financial Planning » Charitable Giving
Feeling called to give back as the year comes to a close? There are meaningful ways to support the causes you care about—beyond writing a check.