Three Ways to Make Saving Automatic
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
An Executive’s Financial Guide
Three Categories of Risk for Retirement Income
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
Retirement Happiness
What are the primary drivers of a happy retirement and overall wellness?
Navigating Financial Health in Retirement
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
The Power of Delegation for Executives
The Invisible Tax
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
You Bring Your Vision; We’ll Draw the Map
At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions
Single Stock- Too Much of a Good Thing
What Can You Do Before the 2021 Tax Deadline?
Don’t Leave Your Last Round to Chance
I certainly would argue that building a business is more than just a dice game, but both involve risk. How you fill out your scoresheet in Yahtzee is a good example of what business owners might decide to do with their business profits.
Spending That Can Wreck Retirement
In more than a decade of working with clients, I’ve discovered that one thing tends to do more damage to financial plans than any other.
5 Questions to Ask Yourself Before Meeting with An Estate Planning Attorney
Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.
Webinar Replay: Secure Act Q&A
Pay Me Now or Pay Me Later | Financial Perspectives (In a Minute)
While this year has had its share of negative financial news, there might be one opportunity to pay some taxes now in order to save some money on taxes later. This week, Kent Kramer walks us through Roth IRA conversions.
Webinar: Time to Go From Saving to Spending
You've spent decades saving for retirement. But actually using those assets takes a different mindset. In this complimentary webinar, you'll learn how to make the transition easier.
Making Sense of SECURE Act 2.0 | Financial Perspectives (In a Minute)
The SECURE Act 2.0 includes 90+ provisions designed to help savers and people in or near retirement. This week, Matt Moklestad highlights some of the key changes from the act.