Retirement Planning Today course – October 2023
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.
Optimistic Aging book summary
In this book, Margit Cox Henderson provides insights and tips on how to stay healthy, active, and engaged as you age, and how to make the most of your retirement years.
Office Assistant/Receptionist position now open
FSG has a current opening for an experienced, energetic office assistant/receptionist in our beautiful Mount Pleasant Office.
Associate Financial Planner position now available
We are currently recruiting for an Associate Financial Planner. If you know someone interested in joining a great team, pass along this opportunity!
Understanding the debt ceiling
Understanding the debt ceiling, why you should care about it, and how it impacts your personal financial picture.
Terri D’Alie named COO
Congratulations to Terri D’Alie who has been appointed to the role of Chief Operations Officer at Financial Service Group.
Terri’s reflections on FSG 40 years in business
Terri recalls her earliest days with FSG in this 40th Anniversary special reflections series.
Reflections on 40 years in business
Mike Haubrich shares his personal reflections of the last four decades serving the financial planning needs of the Racine area communities.
Retirement Planning Today course – March 2023
Justin and Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in March. The programs explores the “big picture” of various personal finance topics and is open to the public.
SECURE 2.0 act facilitates increased saving and investing
New rules under the SECURE 2.0 Act passed by Congress in December 2022, makes it easier to save for your retirement.