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
Did you know that one of the many services offered to clients of Financial Service Group is our approach to career transitions? In fact, FSG president, Michael Haubrich is recognized by our industry as one of the early pioneers in viewing a person’s career as an asset along with other asset classes such as cash,…
As seen in Racine Journal Times | February 5, 2014 Has anyone told you that if you work while collecting Social Security retirement benefits, you’ll lose part of your benefits? If you’re like most people who hear this, you’d probably opt not to work. What’s the sense of earning $1,000 if you lose $1,000 of…
[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…
In this month’s issue: Justus Morgan’s January To Your Wealth Column as seen in the Racine Journal Times: Too much of a good thing. An enduring message to begin the New Year from Mike Haubrich March Workshop on Social Security announcement January, 2014 To Your Wealth Newsletter
As seen in Racine Journal Times | December 31, 2013 Compared to 2012 or just about any other year, 2013 turned out to be one of the best years in the stock market. Typically this is cause for celebration (it’s certainly better than experiencing another 2008) but I think it should also give us pause…
This month’s newsletter features Justus Morgan’s monthly column in the Racine Journal Times and links to his recent video interviews. Click to see the issue TYW Update.Dec2013
As seen in the Racine Journal Times | December 4, 2013 This year marks the 170th anniversary of Charles Dickens’ “A Christmas Carol,” which depicts the transformation of Ebenezer Scrooge after being visited by three ghosts who show him his past, present and future life. Many of Scrooge’s worst qualities stem from his beliefs…
Watch the 2nd part of the two-part “Money Talks” segment with FSG vice president, Justus Morgan.
Watch this brief “Money Talks” interview with Justus Morgan, CFP, to learn more about when you should start collecting Social Security. This is Part 1 of a 2 part series from The Racine Journal Times.