Proactive Tax Planning: Don’t Let Taxes Happen to You
Category: Financial Planning
Proactive tax planning can offer greater clarity around your financial picture. Zach explains what it is and why it matters.
Elegant and Timeless Holiday Styling. Thoughtful Winter Décor
Category: Foster Group
Nostalgia and familiarity are often at the center of holiday decorating traditions. But there’s always room for weaving fresh ideas into the mix. We asked some of our favorite Des Moines area designers for inspiration.
What I Learned About Listening to My Heart
Category: Foster Group
Hear Jerry’s story about how life events can inform your heart and inspire change.
Generosity in Action with Greater Des Moines Habitat for Humanity
Category: Foster Group
Join us for a Q&A with Lance Henning, CEO of Greater Des Moines Habitat for Humanity.
Thanking Giving Healing
The holidays are traditionally times of joy and anticipation. But are you feeling a little out of step this season? Read on to explore how refocusing on gratitude and generosity might help create positive momentum toward a more joyful holiday season.
2025 Year-End Financial Checklist
Category: Financial Planning
Since we are close to flipping the calendar to 2026, this is a great time to sit down and reflect on the past financial year and anticipate what might be ahead.
Webinar: Tax Reduction Strategies & Why Timing Matters
December 31st is fast approaching! In this webinar, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
Year-End Financial Planning: Smart Moves Before Next Year
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.
Why Market Highs Aren’t a Reason for Worry | Financial Perspectives
In this edition of Financial Perspectives, Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, learn from historical trends, and understand our approach to portfolios.
What I’ve Learned About the Value of my Experience Portfolio
Category: Foster Group
The true value of our experiences lies in how we put them to work—for ourselves or for others. In this article, Jerry shares a few thoughts that have been helpful to him along the way.
What Got You Here Won’t Get You There
Category: Financial Planning » Behavioral Finance
Making the transition to retirement – from saving to spending – is one of life’s most anticipated passages. Yet beyond the financial milestones, it often carries deeply personal questions and emotions. In this article, Brad shares perspectives to help you approach this new season with clarity and confidence.
Webinar: Weatherproof Your Wealth
Investing is about the future. Your future. In this webinar, learn how to address your financial circumstances today, adjust your portfolio as your needs change, and help achieve your long-term goals.
Five Actions You Might Want to Consider Based on the New Tax Law
Category: Financial Planning
With the recent enactment of the One Big Beautiful Bill Act, it's essential to understand how these changes can impact your financial plan. Join Marcus as he discusses some actions you might want to consider based on the new tax law.
September Magazine Article – Generosity in Action with Team RunFree
Category: Foster Group
Join us for a Q&A with Kevin Hircock, Founder & Program Director of Team Runfree.
The World Needs Better Investors
Truly successful investing—whether in the market, your children, your community, or yourself—demands deeper, less quantifiable considerations. In this article, Kent invites you to think about
OBBBA Explained: What the 2025 Tax Bill Might Mean for You | Financial Perspectives
Category: Financial Planning » Charitable Giving
The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact.
Nearly 1,000 Pages of Tax Law—Here’s What Actually Matters
Category: Financial Planning
In his latest blog post, Caleb Brown breaks through the clutter of Trump’s One Big Beautiful Bill. What you need to know about all the changes and how they could affect your tax situation.
Chart of the Month – September 2025
It’s easy to get lost in the sheer size of government finances — and what they might mean for you. In Michael's latest blog post, he breaks down some of the complexities.
Women Live Longer – What That Could Mean for Your Estate
Category: Financial Planning » Cashflow
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
AI Explained: Hype vs. Reality | A Conversation with Stephen de Man, Dimensional Fund Advisors
Category: Foster Group
AI is everywhere in the headlines — but how much is hype, and what’s real? Stephen de Man of Dimensional Fund Advisors joins Kent Kramer to explore AI’s history, opportunities, risks, and how to start using it responsibly.
Inherit $100 and Advance to Go!
Before taking action on your inheritance, here are three things to consider.