Making Sense of Retirement Distributions – June 11 Learning Event
Attend our June 11 Learning Event to help you make sense of retirement distributions, income sources, penalties and more.
We’re hiring an Associate Financial Planner/Advisor
Check out our opening for an associate financial planner/advisor.
Market volatility shaking you up?
Here’s a great perspective on the recent market volatility courtesy of our friends at Dimensional Fund Advisors.
Anniversary Celebration – September 13
Clients, guests and friends of FSG are invited to attend our special event celebrating Financial Serivce Group 35th year Anniversary to be held on Thursday, September 13 between 5:30 to 8 p.m. at Roma Lodge, 7130 Spring Street in Racine, WI. The event will start with cocktails at 5:30pm, remarks at 6:15pm, and dinner at 6:30pm. Please RSVP using…
Learning Event: Preparing for your retirement
Wondering what you need to do to ensure you’re ready for retirement? This informative, interactive session is designed to share information, address questions and highlight key issues for planning for your retirement. Who should attend? Anyone planning to retire! What we’ll cover: We’ll provide insight on the following questions so that you can make informed…
Equifax data breach – what to do if you’ve (likely) been impacted.
By now you’ve heard about the serious data breach of Equifax. Learn how to respond any time you feel your confidential information has been compromised.
Client & Friends Appreciation Event – August 24
RSVP for our Annual Clients & Friends Appreciation Event!
Financial Market Overview – Q1 2017
A few comments on the Financial Market performance for Q1 2017
What a market top looks like
The markets have gone up and up and up, and we all know that they won’t go up forever, which means there’s a correction looming somewhere on the horizon.
Be alert for possible phone scammers
Don’t fall victim to phone scams. It’s easy to do and the scammers know how to trick you into providing responses and information that you don’t want them to have!