It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
Stories like this spread and inspire others to be generous.
Learn why many retirees focus on lifetime taxes, how different income sources interact, and what to be aware of as you approach retirement.
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
Tax planning can help create more flexibility over time. Melissa, explores a few strategies and considerations in her latest blog.
At Foster Group, we encourage our clients to live lives of meaning and generosity, and some of our clients embody this. Of all the amazing stories I’ve heard, the following has impacted me most deeply.
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.
Consider the value of giving now—reaping the emotional rewards of seeing the impact of your gift firsthand, during your lifetime.
Explore how tax planning strategies could be aligned with your income, assets, and long‑term goals. Marcus shares why personalized approaches often lead to more informed financial decisions.
Five ideas for integrating your finances and your philanthropy.
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
What does generosity mean to you? Foster Group Founder Jerry Foster and his wife, Nancy, share stories about starting small and finding causes they believed in. Hear how you can discover and develop your unique generosity framework.
Charitable giving strategies continue to evolve. This month’s Chart highlights how approaches to philanthropy have shifted over the past 15 years.
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.
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
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?”
