Opportunity Valley
Category: Financial Planning
One Paycheck from Ruin
Category: Financial Planning
Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.
Not Flavor-of-the-Month Financial Planning!
Category: Financial Planning
Foster Group does not raise a pumpkin spice flag in the morning to check the wind direction before offering prescriptive advice.
No Better Time to Deploy Your Donor Advised Fund
Category: Financial Planning
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.
My Strange Family
Category: Financial Planning
My General Contractor and I
Category: Financial Planning
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
More Stimulus Aid on the Horizon
Category: Financial Planning
On January 14th, President Biden presented his plan, titled the American Rescue Plan, for the next round of economic aid related to the ongoing pandemic.
Money Can’t Buy Happiness, or Can It
Category: Financial Planning
The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!
IRS Allows for Reversal of 2020 RMDs
Category: Financial Planning
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.
Institutional Pricing Schedule
Category: Financial Planning
View Foster Group's pricing schedule for institutional clients.
Important Updates on IRA Tax Reporting
Category: Financial Planning
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
I want to give…but how
Category: Financial Planning
I Want to Be Like Them
Category: Financial Planning » Charitable Giving
Stories like this spread and inspire others to be generous.
How Will You Pay for Long-Term Care?
Category: Financial Planning
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
How to Make Sense of Goals You Set
Category: Financial Planning
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.