Too much of a good thing?
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…
December, 2013
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
Who’s your Marley?
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…
Social Security Interview with Justus Morgan Part 2
Watch the 2nd part of the two-part “Money Talks” segment with FSG vice president, Justus Morgan.
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…