[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…
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
[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…
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
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
[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…
[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…
Featured in the June issue of To Your Wealth Update: Justus Morgan’s Racine Journal Times column as published on June 11 : My pilgrimage to Omaha Read Mike Haubrich’s recently published book entitled, Career Asset Management: Getting Ahead, Staying Ahead and Using your Head. Available now in print and Kindle versions on Amazon. Upcoming Long-Term…
Featured in the May issue of To Your Wealth Update: Justus Morgan’s Racine Journal Times column as published on April 30, 2014: Hassle free home sales. FSG attends conferences to remain current and innovative Proud sponsors of the Racine Lighthouse 4-mile run Upcoming events Click here to view: TYW Update.May2014.
[vc_row][vc_column width=”1/1″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″]One of the key components to your estate plan is having a long-term care plan in place. Long-term care is defined as “care needed for a period of greater than 100 days,” according to Allen Hamm, author of “How to Plan for Long-Term Care.” In this unique workshop delivery, Allen Hamm…