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Wealth With More Purpose

Category: Foster Group
By Foster Group
08/01/2019
Since 1989, Foster Group’s values-driven team has helped those we serve pursue their personal definitions of Wealth with More Purpose.

2020 Foster Group Year-In-Review

Category: Foster Group
By Foster Group
12/22/2020

This year came with a few surprises, to say the least. We didn't let that stop us from pursuing our goal of Truly Caring For our clients, our communities, and our team.

Are Those Happy Tears?

Category: Financial Planning » Taxes » AGI
By Ethan Gascho
07/28/2021

Tears, bottles, diaper changes, onesies, little fingers, and strange sleep schedules – as many of you know, these are just a few of the things to expect when you bring home your newborn from the hospital. And here’s something else to expect: new tax credits! While I know good parents don’t have kids to lower their tax bill, it’s nice of the US Government to extend a bit of kindness to those taking on the heartache – and joy! – of becoming parents.

Thanks a Million

Category: Financial Planning » Cashflow » Additional Resources
By Ethan Gascho
10/28/2021

We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you. 

The IRS Punted on 2023

Category: Financial Planning
By Ethan Gascho
10/13/2023

The IRS is allowing some people to skip their Required Minimum Distributions (RMDs) from inherited IRAs. If you inherited an IRA in 2020 or later, you may not need to make a distribution this year. Read for some background.

Savings Ho!

Category: Financial Planning » Cashflow
By Joe Bantz
02/18/2022

It has been eight years, but the memories are still fresh! My wife and I loaded our four daughters into our Dodge Grand Caravan and headed west for our long-anticipated “Westward Ho!” journey. As we crossed the great plains into the Rockies and traversed the high desert of New Mexico into the arid Arizona desert, we laughed, fought, slept, played games, and created incredible memories. 

My Money Story

Category: Financial Planning » Behavioral Finance
By Joe Bantz
08/27/2024

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.

What’s Next?

Category: Foster Group
By Joe Bantz
11/05/2024

Recently, I came across a TedX talk that featured Dr. Riley Moynes. After retiring from the financial industry, he wrote a book called,” The Four Phases of Retirement”.* Because the talk was helpful for me, I wanted to share the four phases with you. 

Retirement is Just the Start!

Category: Financial Planning
By Joe Bantz
09/25/2019
We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.