Estate Planning Opportunities in a Low Interest Rate Environment

Category: Financial Planning

By Foster Group

06/16/2020

Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.

Positive Planning Opportunities in a Negative Market

Category: Financial Planning

By Jason Brown

06/15/2020

Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.

3 Options to Help Keep Your Ducks in a Row

Category: Financial Planning

By Foster Group

06/09/2020

Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.

How Could You Use Your Stimulus Check?

Category: Financial Planning

By Brittany Heard

05/27/2020

You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.

Grow Through What You Go Through

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Nikki Nee

05/22/2020

While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.  

Five Reasons to Consider a Roth IRA Conversion

Category: Financial Planning

By Andy Mullan

05/15/2020

The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions. 

No Better Time to Deploy Your Donor Advised Fund

Category: Financial Planning

By Wade Den Hartog

05/15/2020

One of the best vehicles to help our clients meet their charitable giving goals is a Donor Advised Fund (DAF). Having a DAF in place for times like these is important to help meet the needs of your community.

Vaccine for Physician Pocketbooks

Category: Financial Planning

By Ross Polking

05/07/2020

While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

What to Do with Your College Expenses Refund Check

Category: Financial Planning

By Caleb Brown

05/06/2020

If you are receiving a refund of money already spent from a 529 plan, here are some important considerations. 

Who Can Benefit from a 529 Plan

Category: Financial Planning

By Ryne Oller

03/06/2020

While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?

Let’s Defrost Taxing Relationships

Category: Foster Group

By Walt Mozdzer

03/06/2020

As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.

Health, Wealth, and Time

Category: Financial Planning

By Guest Blogger

03/04/2020

David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.

Med School Grads, Do These Three Things First

Category: Financial Planning

By Zach Dalluge

02/14/2020

As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.

Generous Giving is Meaningful Living!

Category: Financial Planning

By Joe Bantz

02/07/2020

My wife taught me to be a giver. She gave me plenty of opportunities to “practice” giving until I began realizing that it was fun, and it actually made me happier! 

Steps to Take When a Loved One Dies

Category: Financial Planning

By Guest Blogger

02/04/2020

The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.

Institutional Pricing Schedule

Category: Financial Planning

By Foster Group

02/01/2020

View Foster Group's pricing schedule for institutional clients.

Maximize Your Limits

Category: Financial Planning

By Ethan Gascho

01/31/2020

As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.

SECURE Act Signed Into Law. How Will This Impact Your Plan?

Category: Financial Planning

By Zach Dalluge

01/16/2020

In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?

Why I Hate New Year’s Resolutions

Category: Financial Planning » Behavioral Finance

By Alex Battani

01/14/2020

Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.

The Ins and Outs of Paying Student Loan Debt

Category: Financial Planning

By Zach Dalluge

12/20/2019

Whether you are working on paying down student debt yourself, or have children looking to do so, below are some questions to consider.

Confirming What You Know

Category: Financial Planning

By Kyra Wells

12/17/2019

Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences?