Foster Group - Financial Planning Insights

Who Is Your Team’s Financial General Manager

Category: Financial Planning » Retirement Planning » Beneficiary Planning

By Wade Den Hartog

04/30/2020

No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.

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.

Education Planning Begins Today

Category: Financial Planning

By Wade Den Hartog

09/21/2018

Is Your Family on the Same Page

Category: Financial Planning

By Wade Den Hartog

01/11/2019

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?

Kids These Days Aren’t Even Taught How to Balance a Checkbook

Category: Financial Planning

By Zach Dalluge

09/20/2019

The truth is, there’s a huge need for all of us to help the people around us make wise decisions with regard to money.

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.

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.

IRS Allows for Reversal of 2020 RMDs

Category: Financial Planning

By Zach Dalluge

08/03/2020

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.

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Tax Benefit to Distributing Employer Stock from Your 401(k)

Category: Financial Planning

By Guest Blogger

08/30/2017

Avoiding Probate- How Do I Do It and Why Do I Care

Category: Financial Planning

By Guest Blogger

03/06/2017

The “Write” Plan- Components of a Complete Estate Plan

Category: Financial Planning

By Guest Blogger

11/16/2016

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.

How Wide is the Moat Around Your Castle

Category: Financial Planning

By Guest Blogger

12/07/2017

Why Cybercrooks Would Rather Steal Medical Data

Category: Financial Planning

By Guest Blogger

04/01/2018

Tax Planning Strategies For 2019: How Can You Act Now?

Category: Financial Planning

By Guest Blogger

10/07/2019

Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�

Avoiding Probate Just Got a Little EasieràFor Certain Estates

Category: Financial Planning

By Guest Blogger

03/07/2019

Currently in Iowa, if a decedent owns personal property that totals $25,000 or less and that property would normally pass under a Will or the intestate statute, you can skip probate with just an affidavit.

Don’t Let Creditors Crack Your Nest Egg

Category: Financial Planning

By Guest Blogger

10/31/2019

Colin Hendricks of BrownWinick Law Firm shares some tips on creditor protection planning for professionals.

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.