Social Security video interview with 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…
Learning about the Social Security tax torpedo
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…
November 2013
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
October 2013
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…
When paying no income taxes is a bad idea
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…
When a will doesn’t matter
As published in the Racine Journal Times | September 5, 2013 Have you been divorced? Have you worked at the same company for decades? Have you owned a life insurance…
Understanding Long-Term Care Planning
[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…
Why bonds lose value
As published in the Racine Journal Times | August 1, 2013 You may have been surprised in the past month when you opened your retirement or investment account statement to…
Long-term care: A family decision
As published in the Racine Journal Times | July 11, 2013 What would you say if I told you after age 60, you make worse decisions with your money? You…
June 2013
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…