Predictable Mistakes
We believe that investors increase their chances of success by avoiding predictable mistakes, those practices that sound like they should work but have been shown time and again to have very low probabilities of success.
Preparing the Next Generation: Three Keys to a Long-Term Mindset
Category: Financial Planning » Closely Held Business
How do we prepare our young people to lead and do it quickly?
Preparing Your Heirs for the Great Wealth Transfer
Category: Financial Planning » Charitable Giving
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
Preparing Your Own Tax Return: Is It Worth It?
Category: Financial Planning
Guest Blogger Eric Wahlstrom, CPA. With easy access to online or off-the-shelf software, preparing your own tax return is often appealing as an affordable, logical option.
Prioritize Your Financial Goals
The best way to accomplish your financial goals is by being intentional with the money that comes in. Identify the priorities you have for your money. You could break those priorities into four categories: Due, Extend, Gift, and Spend.
Protect Your Taxes: What You Need to Know About IRS IP PINs
Category: Financial Planning
Tax season is already complicated enough, but identity theft can make it significantly worse. To help safeguard taxpayers, the IRS offers the Identity Protection Personal Identification Number (IP PIN). Here’s a breakdown of what an IP PIN is, how to get one, and insights on who should consider using it.
Wealth With More Purpose
Category: Foster Group
Since 1989, Foster Group’s values-driven team has helped those we serve pursue their personal definitions of Wealth with More Purpose.
Webinar Replay: Prediction, Expectation, Speculation, & Preparation
Foster Group's Chief Investment Officer, Kent Kramer, explains how to position both your investments and your thinking to better avoid predictable disappointments.
Webinar Replay: Secure Act Q&A
Category: Financial Planning
Kent Kramer and Zach Dalluge answer some important questions about the Setting Every Community Up For Retirement Enhancement Act (SECURE Act) of 2019.
Webinar: 401(k) Plan Fiduciary Considerations
Category: Foster Group
Have you ever wondered what your fiduciary liability is as a 401(k)-plan sponsor? And if you’re taking the right steps to protect yourself? This webinar may be for you if you are asking yourself questions such as: What process should I use to make decisions about our 401(k) plan? Or how should I compare our 401(k) plan services and costs to other options available in the marketplace?
Webinar: Creating Your Paycheck in Retirement
Category: Financial Planning
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
Webinar: Elections & Your Money
How will the election affect your financial life? In this webinar, learn how financial markets might react and how you might be tempted to respond.
Webinar: Empowering Women With Their Money
Category: Foster Group » Event
Research shows women receive less investment information than men. Let's fix that! In this webinar, you'll learn what to look for in an advisor, determine the right time to engage one, and how to take advantage of all your resources for peace of mind.
Webinar: Financial Forecasts for 2022: When to React. When to Relax.
Category: Foster Group
Welcome to the noisiest time of the year, with pundits predicting boom or bust for your portfolio in 2022. In the webinar, you'll learn about: The risk of acting on predictions, the importance of a long-term investment plan, and predictions that never panned out.
Webinar: Financial Security Starts with Cybersecurity
Category: Foster Group » Event
As scammers become increasingly sophisticated, cyber threats are on the rise. Learn strategies for protecting your personal and financial information.
Webinar: Making Your Own Path Through Election Year Financial Markets
There's always concern and uncertainty present in election years. Predicting the markets impact of potential political transition isn't easy for anyone. With inflation rising, it's understandable to be concerned. Is there another way to think about the unknown?
Webinar: Maximizing Physician Income
Category: Foster Group » Event
Webinar: Navigating Elder Care
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.