Client & Friends Appreciation Event – September 26

July 16, 2019 / Tami Witt
RSVP for our Annual Clients & Friends Appreciation Event!
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Options for Senior Living – August 20 Learning Event

July 10, 2019 / Tami Witt
Our free August Learning Event is focused on exploring a host of options for senior living. SIgn up now!
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Walking tour of beautiful downtown Racine – August 10

July 9, 2019 / Financial Service Group
Fun way to learn more about Racine history! No cost to clients and guests. Sign up today!
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Understanding Cash Flow is Essential for Financial Independence

July 8, 2019 / Tami Witt
Help yourself and your loved ones better understand their cash flow and spending habits. Justus's article offers some great tips.
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Financial planning website tips for navigating

June 10, 2019 / Michael Haubrich, CFP®
Mike's latest RJT article offers ideas for what to look for when visiting financial planning websites.
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Making Sense of Retirement Distributions – June 11 Learning Event

May 17, 2019 / Financial Service Group
Attend our June 11 Learning Event to help you make sense of retirement distributions, income sources, penalties and more.
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Rolling over retirement plan balances

May 5, 2019 / Justus Morgan, CFP®
Leaving an employer involves making decisions including what to do with retirement plan balances you’ve accumulated during your employment.
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Health Insurance Before Medicare – October 8 Learning Event

March 14, 2019 / Financial Service Group
Learn more and register for our October Learning Event facilitated by Justus Morgan and Mike Farrell from David Insurance. learn more about health insurance options before Medicare eligibility!
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Knowing the difference between high- and lower-interest paying accounts

March 5, 2019 / Justus Morgan, CFP®
There are higher- and lower-interest paying accounts. Not knowing the difference could cost you money.
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We’re hiring an Associate Financial Planner/Advisor

February 25, 2019 / Financial Service Group
Check out our opening for an associate financial planner/advisor.
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Tax-related documents you should retain

February 11, 2019 / Michael Haubrich, CFP®
When youre overrun with papers, know what to retain and for how long.
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Justus Morgan teaching Retirement Planning Today® mini-course at UW-Parkside

February 11, 2019 / Financial Service Group
Justus Morgan is once again teaching Retirement Planning Today for those age 50-70. Read more and register
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