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8655 SW Citizens Drive
Suite 108
Wilsonville , OR 97070

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Foster & Associates, Inc.

(503) 443-1155

 
Preparing For the Ultimate Vacation Don't Buy The Hype A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

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Offering a wide range of financial products and services, Foster & Associates has proudly served the Pacific Northwest since 1981.

Please choose from one of the links above to learn more about us and what we offer, or feel free to contact us directly. We look forward to working with you.

Helpful Content

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

 

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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