Justus Morgan, CFP®, Author at To Your Wealth

Rolling over retirement plan balances

Leaving an employer involves making decisions including what to do with retirement plan balances you’ve accumulated during your employment.

Knowing the difference between high- and lower-interest paying accounts

There are higher- and lower-interest paying accounts. Not knowing the difference could cost you money.

interest rates

An unexpected storm in the financial markets?

An Unexpected Storm in the Financial Markets? If a hurricane hit Wisconsin, we would all find it a shocking event. But if the same hurricane struck Florida, it wouldn’t really surprise us. Following similar logic, it shouldn’t come as a surprise when the stock market occasionally experiences an unexpected storm and declines in value. Instead […]

market volatility stock market stock market performance

Year-end tax planning tips

Be sure you’re taking advantage of some tax-planning tips from Justus Morgan.

tax planning taxes

Where is the money?

It’s a good reminder to be vigilant about where the money in your investment accounts is actually held.

custodian financial exploitation investing mutual funds

Check(ing) please

Summer is a great time to help your kids learn more about personal finance. Opening a checking account can be a great lesson for them.

bank account checking account personal finance savings account students

The new tax laws and you

The new tax laws and things you can do right now – as published in The Racine Journal Times | May 8, 2018 Now that April is in the rear view mirror, you may think you don’t have to think about taxes until next year but there are several changes in the latest tax law bill […]

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Career uncertainty have you concerned?

Uncertainty in your career due to the possibility of layoff, downsizing or other change can be very unsettling. Here are some ideas for reducing the stress of career uncertainty.

career asset management career uncertainty