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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

Financial tips for new graduates

Articles of Interest, To Your WealthBy Michael Haubrich, CFP®June 23, 2024

Post-graduation is a great time to establish some financial goals. Here are a few financial tips for new graduates.

To Roth or not to Roth

Articles of Interest, To Your WealthBy Justus Morgan, CFP®May 17, 2024

Money inside a Roth IRA accumulates without having to pay taxes on the growth or dividends/interest each year. Justus Morgan explores other considerations when pondering “to Roth or not to Roth.”

August is National Dog Month – Can you match our FSG pooches to their owners?

Articles of InterestBy Financial Service GroupMay 1, 2024

Match our FSG team’s puppies to their owners in celebration of National Dog Month

Does timing the market make sense?

Articles of Interest, To Your WealthBy Michael Haubrich, CFP®April 23, 2024

To Your Wealth: Does timing the market make sense?   Leo Trotsky in War and Peace said, “the two most powerful warriors are patience and time.” While he may not have been thinking of investment strategies when he penned those words, they could easily be applied when considering what is commonly known in our industry…

To Your Wealth: Savings bonds revisited

Articles of Interest, To Your WealthBy Justus Morgan, CFP®March 19, 2024

Discover the latest information on savings bonds and the upcoming deadline to purchase Series I bonds at their current rate.

Strategies for managing risk

Articles of Interest, To Your WealthBy Michael Haubrich, CFP®February 20, 2024

Insurance is getting harder to come by. Mike’s ToYourWealth column this month explores a few ideas for reducing, assuming, and transferring risk.

FSG Charity Referral Partners – 2024

Announcements, Articles of InterestBy Financial Service GroupFebruary 14, 2024

See our updated list of Charity Referral Partners. Don’t forget, each time you refer someone you know to our office, we’ll make a $100 donation in your name!

To Your Wealth: 3 Smart Money Moves for 2024

Articles of Interest, To Your WealthBy Justus Morgan, CFP®January 15, 2024

Justus offers three immediate things you can do to jump start your financial well-being in 2024.

December Market Commentary

Articles of InterestBy Financial Service GroupDecember 20, 2023

Provided by our content partner, Advisor I/O, this article provides a look at November and an outlook for December following the FOMC meeting. Maybe there won’t be a recession?

Merry Christmas and Happy Holidays to all!

Articles of InterestBy Michael Haubrich, CFP®December 20, 2023

This festive season, we extend our warmest greetings to you and your loved ones, accompanied by our heartfelt gratitude for entrusting us with your financial journey.

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FINANCIAL SERVICE GROUP INC.

4812 Northwestern Avenue
Mount Pleasant, Wisconsin 53406
Phone: (262) 554-4500 | Toll-Free: (800) 420-4500
Fax:(262) 554-1907 | Email: info@toyourwealth.com
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