Newsletter - To Your Wealth

ToYourWealth: The tricky art of doing nothing

By Michael Haubrich, CFP®April 24, 2025

Sometimes the best thing you can do for your financial well-being involves the tricky art of doing nothing.

To Your Wealth: Finding Happiness During Uncertain Times

By Justus Morgan, CFP®March 25, 2025

In this month’s To Your Wealth column, Justus Morgan explores how charitable giving could be a strategy for finding happiness during tumultuous, uncertain times.

To Your Wealth: Creating a lasting gift

By Michael Haubrich, CFP®December 17, 2024

Legacy gifts can help make a difference in the lives of others, in projects, and in infrastructure. We work with clients on helping them their legacy gifting strategies that align with their Great Life vision.

What’s Your Plan for Aging?

By Justus Morgan, CFP®November 20, 2024

At Financial Service Group, we’ve spent years helping families plan for the later stages of life. Creating a thoughtful aging plan doesn’t just benefit you—it supports those around you, too. Read more in Justus’s To Your Wealth column

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