Terri D’Alie named COO
Congratulations to Terri D’Alie who has been appointed to the role of Chief Operations Officer at Financial Service Group.
Terri’s reflections on FSG 40 years in business
Terri recalls her earliest days with FSG in this 40th Anniversary special reflections series.
Reflections on 40 years in business
Mike Haubrich shares his personal reflections of the last four decades serving the financial planning needs of the Racine area communities.
Retirement Planning Today course – March 2023
Justin and Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in March. The programs explores the “big picture” of various personal finance topics and is open to the public.
SECURE 2.0 act facilitates increased saving and investing
New rules under the SECURE 2.0 Act passed by Congress in December 2022, makes it easier to save for your retirement.
Boost your 401K contribution
Contribution limits for your 401k/403b have increased for 2023. Take advantage of boosting your retirement savings.
The smart way to donate
The tax code includes several incentives to encourage us to donate to charities which allows you to stretch your donations even further.
Guest blog: Planning ahead for early retirement
Retiring early and successfully requires effective planning to ensure you can have the great life you envision.
Guest Blog: Social Security benefits are increasing. How will it affect your taxes?
Social Security benefit changes may have an impact on the taxes you pay.
October 2022 update on market conditions
Earlier in October we sent a communication to our clients describing some of the current conditions that are having an impact on the financial markets.