Social Security & You – March 19

WorkshopsLeave a comment

[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…

Understanding Long-Term Care Planning

WorkshopsLeave a comment

[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…

June 2013

To Your WealthLeave a comment

Featured in this month’s To Your Wealth: Financial Service Group is a proud sponsor of the 4 Mile Competitive Run for the 2013 Lighthouse Run We will be hosting another wine and food tasting to open up Racine’s August First Fridays festivities Justus Morgan penned a great column about college savings for the Racine Journal…

May 2013

To Your WealthLeave a comment

Featured in this month’s To Your Wealth: Justus Morgan talks about investment risk for the Racine Journal Times Retirement planning as an expedition? Justus Morgan, writing for Kenosha Prime Magazine, shares his thoughts Financial Service Group is proud to welcome Kim Molbeck to the team The Financial Service Group team took a trip up to…