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  • Why FSG
  • What We Do
  • Who We Are
    • Our Team
    • Learn about fee-only FSG
    • Giving Back to the Community
  • Client Center
  • News
  • Contact Us
  • Form CRS

Ancient philosophy for modern finance

Articles of Interest, To Your WealthBy Justus Morgan, CFP®September 14, 2023

Many financial decisions are emotional ones. If we can apply a couple of strategies to better understand our emotions, we can also make better financial decisions

Is it time to FIRE up your retirement?

Articles of Interest, To Your WealthBy Justus Morgan, CFP®June 19, 2023

There are a number of different FIRE models with the same eventual goal of achieving financial independence. Read more in Justus’s ToYourWealth column

Is “Stay the Course” good financial advice?

To Your WealthBy Justus Morgan, CFP®April 19, 2023

Do you have adequate “rainy day” funds, appropriate debt levels, and an investment plan built around your risk tolerance and financial objectives?

Boost your 401K contribution

The Journal Times, To Your WealthBy Justus Morgan, CFP®January 16, 2023

Contribution limits for your 401k/403b have increased for 2023. Take advantage of boosting your retirement savings.

The smart way to donate

The Journal Times, To Your WealthBy Justus Morgan, CFP®December 13, 2022

The tax code includes several incentives to encourage us to donate to charities which allows you to stretch your donations even further.

Savings account interest rates on the rise

The Journal Times, To Your WealthBy Justus Morgan, CFP®September 13, 2022

In 2022 savings account interest rates have increased to the point where they are paying significantly more than checking accounts.

Celebrating financial independence

Articles of Interest, The Journal Times, To Your WealthBy Justus Morgan, CFP®July 21, 2022

As we celebrated our country’s independence this month, thinking about our own personal financial independence is worth pondering too.

Interest rate risk explained

The Journal Times, To Your WealthBy Justus Morgan, CFP®May 18, 2022

Besides understanding how rising interest rates affect the value of your bonds which increases the likelihood of sticking with your investment strategy, consider owning shorter term bonds which are less sensitive to interest rates.

The Coming Storm: Considerations for your portfolio

The Journal Times, To Your WealthBy Justus Morgan, CFP®March 15, 2022

Here are three considerations for your portfolio when a market decline looks inevitable.

Start 2022 with a move toward financial independence

The Journal Times, To Your WealthBy Justus Morgan, CFP®January 2, 2022

Start 2022 off on a right foot by understanding how much to start saving toward your retirement and stepping toward financial independence.

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