November 2014
ToYourWealth Update Nov 2014 Retirement income for surviving spouses – Justus’s November article as published in the Racine Journal Times Mike’s book review of Younger Next Year by Chris Crowley Holiday hours schedule
October 2014
ToYourWealth Update Oct 2014 My first prediction in writing – Justus’s October article as published in the Racine Journal Times November 12 Workshop: Investing 101 Mike Haubrich’s review of “David & Goliath” by Malcolm Gladwell
Volatility is up. So what?
Professional investors know something that most people find impossible to believe: that the threat of scary ups and downs in the markets is by far the best friend of the long-term investor. Why? Because over the long term, stocks have provided returns far higher than bonds or cash. If it weren’t for the occasional dizzying…
Investing 101 – November 12
[vc_row][vc_column width=”1/1″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″]Are you frustrated by financial jargon? Do you know the difference between a stock and a bond? How much are you really paying for your investments? Whether you are retired or preparing for retirement, we encourage you to attend our presentation on Thursday, April 16, at 6:30 PM. Please join Justus…
September 2014
Click here to read our latest newsletter. Sharpen your business pencil – Justus’s September article as published in the Racine Journal Times October webinar announced – Medicare Virtual meetings offer increased flexibility and convenience
Medicare webinar with Allen Hamm – October 14, 2014
[vc_row][vc_column width=”1/1″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″]At age 65, there’s a series of decisions that need to be made regarding healthcare coverage, specifically Medicare. Health care costs rise with age and it’s imperative that the right choices be made because there’s a small window of opportunity to “get it right.” Our long-term care resource, Allen Hamm, has…
August 2014
Click here to read the latest To Your Wealth Newsletter Social Security – A history of change – Justus Morgan’s monthly ToYourWealth column in the Racine Journal Times Announcing upcoming workshops Introducing a new toyourwealth.com feature blog by Justin Moilanen called Watch.Listen.Read
July 2014
TYW Update Aug2014 Making plans for helping aging family members – Justus Morgan’s RJT monthly column Print and Kindle versions of Mike Haubrich’s book “Career Asset Management: Getting ahead, staying ahead and using your head.” September 16 and 17 workshops announced
Pre-planning your funeral details – September 16, 2014
[vc_row][vc_column width=”1/1″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″]Michael Langendorf from Draeger Langendorf Funeral Home will share pre-planning options and considerations during this workshop. Learn about the various funding methods as well as the myriad choices for professional services that can selected. Register below or call our office at (262) 554-4500 to reserve your space. To reserve your seat, please…
Social Security and You – September 17, 2014
[vc_row][vc_column width=”1/1″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″]Join Justus Morgan and Justin Moilanen to learn the basics of Social Security including how benefits are determined for workers, spouses, and surviving spouses, the interaction between claiming now versus delayed benefits, and how different claiming strategies can significantly impact your retirement income sustainability. This interactive presentation to be held at our…