April 2014

In this month’s issue: Justus Morgan’s To Your Wealth column as seen in the Racine Journal Times: Common Sense can apply to mortgages March 19 Social Security Workshop recap Office closed notices: April 18 and 25 Save the dates for upcoming FSG events Download April’s newsletter

Navigating career change

As seen in the Racine Journal Times | March 6, 2014 Whether you have ever voluntarily (or involuntarily) left a job, everyone should be prepared for this life transition that will most likely occur more frequently in the future. Ignoring the realities of today’s job market only makes the eventual change more disruptive.

February, 2014

In this month’s issue: Justus Morgan’s February To Your Wealth column as seen in the Racine Journal Times:  Impact of work while collecting Social Security benefits March 19 Social Security Workshop reminder and registration information Spotlight on Services: Career Transitions Upcoming Events Download February’s To Your Wealth Newsletter

Social Security & You – March 19

[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…