Let’s Defrost Taxing Relationships
Category: Foster Group
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.
Who Can Benefit from a 529 Plan
Category: Financial Planning
While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?
Health, Wealth, and Time
Category: Financial Planning
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
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
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
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.
Maximize Your Limits
Category: Financial Planning
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
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
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 Time Might Be Right to Refinance Your Mortgage
Category: Financial Planning
If you’ve financed your house with a 30-year or 15-year mortgage in the last six years, odds are you’re paying a higher interest rate than today's rate.
Cheers to Johnny D!
Category: Financial Planning
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.
Retirement is Just the Start!
Category: Financial Planning
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.
Kids These Days Aren’t Even Taught How to Balance a Checkbook
Category: Financial Planning
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.
Starting Off on the Right Foot
Category: Financial Planning
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
What’s the Best Investment a New Parent Can Make
Category: Financial Planning
No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.
Stop Doing That!
Category: Financial Planning » Behavioral Finance
We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.
Even Your Finances Need Weed Whacking Sometimes
Category: Financial Planning
Financial planning can be a lot like that. The parallels to personal finance may not be point for point, but as the seasons change, so may assets on a personal financial statement.
3 Key Topics You Should Know from the Retirement Enhancement Act
Category: Financial Planning
While the News headlines the impasse with split government in Washington, the trade war, immigration, and the growing field of contenders for the White House, a substantial change in retirement plans is making its way through Congress.
The Goslings at Foster Group Have Got Me Thinking
Category: Financial Planning » Behavioral Finance
We all will go through life seasons, and, with that, our ability to invest and what that ‘investment’ looks like will be different. No matter what season you’re in, don’t let it stop you from investing in something you care about.
The Power of Delegation for Executives
Category: Financial Planning
Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?
Money and Emotions
Category: Financial Planning
The first step to managing emotions in financial decisions is to understand the script or story you are telling yourself about money and where it came from.