Focus on What You Can Control

At Foster Group, we focus on what we can control and embrace uncertainty. So, when it comes to your financial plan, what are the areas we can help you control?

Set It and Don’t Forget It

Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.

Round Two: Stimulus Aid Arrives

The aid package was just one part of a larger funding bill, and it contained many provisions, most notably an additional round of direct payments to Americans. 

Med School Grads, Do These Three Things First

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.

IRS Allows for Reversal of 2020 RMDs

In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.