PID 4108


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Planner’s Tip: Calculating your Savings Rate

By Andrew Brown, CFP® Our team has the opportunity to see many different paths to financial stability. One of the most common – and effective – paths is a disciplined, …

Options for Fulfilling RMDs

By McCreight King, CLU®, CFP®   In addition to Thanksgiving and the upcoming holiday season, it’s also the season to be sure you’ve taken any Required Minimum Distributions (RMDs) if …

Team Member Spotlight

Ellie Frazier Ellie Frazier has been a part of the Foster Victor team since June this year and serves as a Client Engagement Specialist on our Client Services Team! She …

Featured Recipe

Port Wine Cranberry Sauce Shared by Shannon Dougherty Adapted from her grandmother, Chrissie Dermody’s recipe! Ingredients: 12 oz. cranberries 3/4 Cup ruby port wine (substitute with a robust red wine …

Is it deductible? Navigating the Rules on Long-Term Care Insurance Premiums

By Smith Webster, CPA   When it comes to paying taxes, who doesn’t want to find every deduction and credit available? One often overlooked deduction opportunity is payments for long-term …

Planner’s Tip: Reframing Budgeting

By Tabi Cooper, CFP® We host many “Financial Fundamentals” meetings with children and grandchildren of our clients, as well as volunteering with other groups in the community.  The opportunity to …

Featured Recipe

Easy Cheesy Broccoli Casserole Shared by Katelyn Waters Adapted from her dad’s recipe! Prep Time: 20 Minutes Cook Time: approx. 20 Minutes Serves: 3-5 Ingredients: 1 bag of frozen chopped …

Team Member Spotlight

Bri Thomas Bri Thomas joined the Foster Victor team in March of 2021 as one of the smiling faces greeting you at the front desk and whipping up a delicious …

Planner’s Tip: Re-Examining your Estate Planning

By Katie Sanders, CLU®, CFP® With tax season behind us and summer travel ahead, now is a great time to review your Estate Planning documents! While big changes may be unlikely …

Disability Insurance: What if?

By Erik Mizell, CFP®, CLU®, RICP® What if… You were the proud owner of an ATM machine that someone else restocked every two weeks? The only catch is that you …