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.
As published in Racine Journal Times | November 7, 2013 One of the least understood aspects of Social Security income is how it’s taxed. Sometimes it’s known as the “tax torpedo” because taxes on Social Security benefits can be minimal or nonexistent until all of a sudden they blow up with the potential of almost…
In this month’s issue: Justus Morgan’s article: Social Security Social Security Workshop to be held on November 20. Thanksgiving office hours. Closed November 28 & 29. Download this month’s newsletter
In this month’s newletter: Justus Morgan’s article: When paying no income tax is a bad idea November workshop announcement: Social Security & You New web site to launch in November Download this month’s newsletter
As published in the Racine Journal Times | October 3, 2013 I recently met with someone who was very proud that she had accumulated enough in her bank savings account that she wouldn’t have to draw from her retirement accounts until several years into retirement. She was a bit confused when I told her she…