As of July 4, there’s a new investment tool available for families. 530a Accounts, also known as Trump Accounts, could offer a way for adults to help jump start the financial future of a loved one under the age of 18.
This year we are pleased to announce that we will be making a donation in the name of FSG clients to the Small Boat Builders of Racine as a thank you to clients for responding to our survey.
Whether it’s suspense, romantic comedy, or a quintessential beach read, read on for Deanna’s summer reading recommendations.
FSG welcomes Deanna to our communications support team. Deanna will eventually be replacing Tami Witt, as she prepares for retirement. She will be working on engaging client-facing materials at FSG.
While these terms sound academic, they have very practical implications for how you build, protect, and grow your wealth.
In part 2 of our taxes as a retirement strategy series, learn how tax preparation at Financial Service Group helps you control your retirement income risk.
At Financial Service Group tax preparation is part of our service to clients and better enables us to add tax planning to your overall financial plan.
Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in March. The program explores the “big picture” of various personal finance topics and is open to the public.
Organizing your financial life before retirement helps you move into that stage of your Great Life with greater confidence.
Financial Service Group is proud to support SecureFutures with their mission to financial literacy among young people of our community.