Monthly Archives: May 2018

Ross Polking Thumbnail Photo

Road maps. Battle plans. Lego instructions. Recipes. Failing to follow the stated steps with any of these rarely equates to a successful outcome. The best estate plan ever drafted does nothing if not properly executed. Attorneys often face the uncertainty of never knowing if their clients completely follow through on all of their recommendations. Like a parent waving good-bye to their child as they disappear into school on their first...

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Marcus Iwig

Many of us reach the end of the year and scramble to find a few more deductions for the year. Often times, we prepay our next property tax installment, do some last-minute gifting, or, if you’ve had a big medical expense year, you might squeeze in one more doctor visit. The Tax Reform that passed late last year makes some pretty substantial changes to those deductions. First of all, the standard...

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Moklestad Matt Profile Photo

Bonds serve an important role in the portfolios of many individuals and organizations as they provide income, liquidity, and help reduce portfolio volatility. If your financial plan warrants investing in bonds, what type of bonds should be in your portfolio? At Foster Group we focus on two primary characteristics of fixed income investments to help us answer this question – maturity and credit quality. Maturity As a bond holder, essentially you are providing a...

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Joe Bantz, CFP®, AIF®

For nearly my entire life, I’ve been the model of health. I rarely got sick, was free from significant injury (except a dislocated shoulder in college), and rarely missed a day of school or work. I would hear about others’ health challenges and could empathize, but couldn’t really relate. I took for granted feeling good in the morning, going out for a morning jog, and going to the gym for...

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