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8655 SW Citizens Drive
Suite 108
Wilsonville , OR 97070

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Foster & Associates, Inc.

(503) 443-1155

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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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

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

 

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Managing Your Lifestyle

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

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

Protecting Those Who Matter Most

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

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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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Saving for College 101

Here’s a crash course on saving for college.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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