Mike’s latest RJT article offers ideas for what to look for when visiting financial planning websites.
Continue readingYear-end tax planning tips
Be sure you’re taking advantage of some tax-planning tips from Justus Morgan.
Continue readingMarket volatility shaking you up?
Here’s a great perspective on the recent market volatility courtesy of our friends at Dimensional Fund Advisors.
Continue readingAnniversary reflection…our offices, old and new
Through 35 years of growth, the home of Financial Service Group has grown with us. From our early days in a two room, 2nd story space to the beautiful office center we built in 2008 we’ve seen a lot of changes in scenery! We like to think our facility reflects our client-focused brand and helps […]
Continue readingWhat is your vitality plan?
Kay VanNorman, president of Brilliant Aging, shares her insights on retaining your vitality while you age. Interested in learning more from Kay? Let us know and we’ll host an interactive workshop with Kay!
Continue readingJustin Moilanen earns Retirement Income Certified Professional® designation
Congratulations to Justin Moilanen on earning his Retirement Income Certified Professional® designation from The American College.
Continue readingVolunteer Day enriches FSG team members
Read about and see images of Team FSG at work volunteering for Veterans Outreach of Wisconsin at their tiny homes for veterans project.
Continue readingDonations being collected for Veterans Outreach of Wisconsin
We’re collecting items for the Veterans Outreach of Wisconsin. Check out the list of needed items!
Continue readingEquifax 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.
Continue readingServing older adults and their families
Serving older Adults and their Families was the topic for the annual Summer Gathering hosted by Financial Service Group July 12-13, 2017. The two-day workshop was facilitated by Erika Walker, CEO of Sage Wave Consulting which advises businesses on preparing to serve the growing aging population. Fee-only financial planners from Wisconsin, Minnesota and Illinois used […]
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