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

Organizing your financial information

The Journal TimesBy Michael Haubrich, CFP®April 6, 2017

You never know when an emergency will happen and other people may need to get access to your financial information and other confidential documents so they can act on your…

Recognizing financial elder abuse

The Journal TimesBy Michael Haubrich, CFP®February 9, 2017

Sadly, financial elder abuse and exploitation happens and often goes unreported. Read more about recognizing potential abusive situations and what you can do to protect yourself or your loved ones.

Speaking to seniors about money and care options

The Journal TimesBy Michael Haubrich, CFP®September 1, 2016

In his book, “How to Say it to Seniors: Closing the Communication Gap with our Elders,” David Solie explores the developmental crisis we experience as older adults. As children, teens,…

Whole family conversations lead to clarity

The Journal TimesBy Michael Haubrich, CFP®August 2, 2016

Involving the whole family in conversations about important topics, like the care plan for aging parents, can help families avoid making panic-driven decisions in times of crisis.

How to fill a career a retirement income gap with career value

Articles of InterestBy Michael Haubrich, CFP®March 1, 2015

Mike Haubrich is now a guest blogger on about.com’s MoneyOver55 blog. Read his first post here. How to fill a retirement income gap with career value

Book review: The start-up of you-Adapt to the future, invest in yourself, and transform your career

Book ReviewBy Michael Haubrich, CFP®December 15, 2014

The Start-Up of You: Adapt to the Future, Invest in Yourself, and Transform Your Career by: Reid Hoffman, Ben Casnocha This is a great book for anyone employed (or looking…

Book Review: Malcolm Gladwell’s “David & Goliath”

Book Review, Resource MaterialBy Michael Haubrich, CFP®July 8, 2014

I recently took the opportunity to re-read “David and Goliath:  Underdogs, Misfits and the Art of Battling Giants” by Malcolm Gladwell.  It was compelling the first time reading it and…

Book Review: The Start-Up of You

Book Review, Resource MaterialBy Michael Haubrich, CFP®May 6, 2014

The Start-Up of You: Adapt to the Future, Invest in Yourself, and Transform Your Career by Reid Hoffman and Ben Casnocha This is a great book for anyone employed (or looking for employment) who…

An enduring message to begin the New Year

UncategorizedBy Michael Haubrich, CFP®January 2, 2014

During the holiday season I had the wonderful experience of accompanying my young granddaughter on a visit to Milwaukee’s historic Pabst Mansion.  The home of beer baron Captain and Mrs.…

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FINANCIAL SERVICE GROUP INC.

4812 Northwestern Avenue
Mount Pleasant, Wisconsin 53406
Phone: (262) 554-4500 | Toll-Free: (800) 420-4500
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