Financial Planning

Financial Perspectives: Chief Master Sergeant to CFP® Professional: Military Benefits and the New Trump Accounts

Gretchen Muller

Gretchen Muller , MBA

Daniel Hawthorne

Daniel Hawthorne , CFP®, RICP®, MS

06/30/26

Chief Master Sergeant to CFP: Military Benefits and the New Trump Accounts

In this special edition of Financial Perspectives, Daniel Hawthorne, Air Force veteran, SERE specialist, retired Chief Master Sergeant, and Advisory Team Manager at Foster Group, joins Director of Communications, Gretchen Muller, to discuss two timely topics: navigating military financial benefits and the new 530A (Trump) Accounts launching July 4th, 2026.

  • 0:00 – From Chief Master Sergeant to CFP: Daniel Hawthorne’s story
  • 4:27 – Why military benefits go unclaimed (and what veterans are missing)
  • 8:34 – $50,000/year tax-free: real cases of unlocking VA disability benefits
  • 10:36 – Trump Accounts explained: retirement savings starting at birth

Keep Reading

Family at Table
Financial Planning Lifestyle

The Clock is Ticking: Three Ways to Prepare Adult Children for Legacy Wealth Stewardship

Ashlee Vieregger

Ashlee Vieregger, JD, CFP, CTFA, AEP, TPCP

10/08/26
Nice house and car photo
Financial Planning Chart of the Month

Chart of the Month – October 2026

Jack Davies

Jack Davies, CFA

10/06/26
Sherri Nielsen, President & Ceo of Easterseals Iowa.
Financial Planning Lifestyle

Generosity in Action: Easterseals

Foster Group

Foster Group

10/01/26
Older couple sitting together on a couch, smiling while looking at a smartphone with a laptop in front of them.
Financial Planning Tax

2026 Year-End Tax Planning Checklist

Daniel Hawthorne

Daniel Hawthorne, CFP, RICP, MS

09/25/26
What I've Learned About Living Well Into My 90s | By Mary Kramer and Connie Wimer
Financial Planning Lifestyle

What I’ve Learned About Living Well Into Your 90s

Gretchen Muller

Gretchen Muller, MBA

09/24/26
Financial Planning Tax

Financial Perspectives: Year-End Tax Planning: Avoiding Costly Mistakes Before December

Hosted by : Marcus Iwig & Isabel McMillen

09/18/26
Aiming for a GreatTransition | Kent Kramer
Financial Planning Lifestyle

Aiming for a Great Transition

Kent Kramer

Kent Kramer, CFP, AIF

09/17/26
Financial Planning

What Is IRMAA? Understanding the Connection Between Income and Medicare Premiums

Missy Roh

Missy Roh, CPA

09/15/26
Couple sitting at table
Financial Planning Tax

When Does a Roth Conversion Make Sense? 5 Tax-Saving Opportunities

Isabel McMillen

Isabel McMillen, CFP

09/08/26
Financial Planning

Chart of the Month – September 2026

Michael Westphal

Michael Westphal, CFA

09/03/26
Financial Perspectives: 529 Plans
Financial Planning

Financial Perspectives: 529 Plans Are More Flexible Than You Think

Hosted by : Gretchen Muller & Ryne Oller

08/17/26
Piggy bank wearing a graduation cap beside a jar of coins, representing saving for education.
Financial Planning

What’s New with 529 Plans? 2026 Rules and Updates

Daniel Hawthorne

Daniel Hawthorne, CFP, RICP, MS

08/15/26

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov.

Let’s talk.

Let’s talk.

Contact us – without obligation – whenever you have a financial question, idea, or need a second opinion. And discover how having your financial life Truly Cared For can help you feel more confident and in control. You can select your preference to start a conversation.

Prefer to call us? 515-226-9000

Prefer to call us? 515-226-9000

By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message from Foster Group. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information. See our Privacy Policy.