Recent Content

SORT BY
ORDER

OBBBA Explained: What the 2025 Tax Bill Might Mean for You | Financial Perspectives

Category: Financial Planning » Estate & Transfer Planning
By Marcus Iwig
09/15/2025

The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact.

How Deep Is Your Bullpen?

Category: Financial Planning » Estate & Transfer Planning
By Andy Rushenberg
10/22/2024

You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.

OBBBA Explained: What the 2025 Tax Bill Might Mean for You | Financial Perspectives

Category: Financial Planning » Estate & Transfer Planning
By Marcus Iwig
09/15/2025

The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact.

How Deep Is Your Bullpen?

Category: Financial Planning » Estate & Transfer Planning
By Andy Rushenberg
10/22/2024

You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.

When to Review Your Estate Plan

Category: Financial Planning » Estate & Transfer Planning
By Andy Mullan
09/24/2024

Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.