Workshop: Considerations and advantages of pre-planning your funeral – April 19
Our Funeral Pre-Planning workshop on April 19 is full. Watch for a repeat of this workshop coming soon.
The Great Panic of 2016
Wow! There’s no diplomatic way to say this: the global stock markets are in panic mode right now. In two weeks of trading, the U.S. S&P 500 index is down 8% on the year, which brings us close to correction territory (a 10% decline), and has some predicting a bear market (a 20% decline). On…
Wall Street drama
When China sneezes, the U.S. catches cold. Read about the latest drama to hit Wall Street
Workshop: Social Security & You – March 22, 2016
There’s still room in our March 22 workshop! You and your guest(s) are invited to learn more about Social Security and various options for how you begin collecting benefits.
FSG is hiring! Associate Financial Planner
We’re looking for new talent to join our team! Share the info!
Is retirement grass greener? An FSG panel discussion.
Join us on November 17 at 6:30 p.m. for a panel discussion featuring several retirees who will share what life is like after retirement. Click to register.
To Your Wealth Update – October 2015
Click the link below to access our latest newsletter featuring Justus Morgan’s monthly column, workshop announcements and more! TYW Update.October2015
Know how much your donations are worth
As the leaves begin to change and summer high temperatures begin fading in memory, many begin focusing on the annual ritual of Fall Cleaning. Closets often hold hidden gems that still have a lot of wear. Goodwill offers a great place to drop off your gently used items and you benefit from the tax deduction…
To Your Wealth – September 2015
Read our September newsletter! Justus Morgan’s monthly Racine Journal Times column – Follow the plan October 20 workshop – Navigating the Medicare maze November retirement panel discussion To Your Wealth Update – September 2015
Navigating the Medicare Maze – An FSG Workshop – October 20, 2015
This is one of our most popular workshops. Click here to read more and to reserve your seat.