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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

Components of an effective estate plan

Articles of Interest, To Your WealthBy Michael Haubrich, CFP®August 21, 2023

The right time to get an estate plan is as soon as you start to accumulate assets. It is always better to plan for the unexpected, rather than wait for a crisis, such as a serious illness, to happen to begin planning

Grandparents step in to help fund college education

Articles of Interest, To Your WealthBy Michael Haubrich, CFP®July 19, 2023

With college costs soaring, grandparents are often a financial resource to help fund education and provide opportunity.

Is it time to FIRE up your retirement?

Articles of Interest, To Your WealthBy Justus Morgan, CFP®June 19, 2023

There are a number of different FIRE models with the same eventual goal of achieving financial independence. Read more in Justus’s ToYourWealth column

Justus Morgan’s reflections on FSG 40th anniversary

Articles of Interest, To Your WealthBy Tami WittMay 15, 2023

As FSG celebrates our 40th year in business, Justus Morgan shares his personal reflections and experiences over his 20 year career with us.

Understanding the debt ceiling

Articles of Interest, To Your WealthBy Financial Service GroupMay 11, 2023

Understanding the debt ceiling, why you should care about it, and how it impacts your personal financial picture.

Terri’s reflections on FSG 40 years in business

Articles of Interest, TeamBy Financial Service GroupMarch 15, 2023

Terri recalls her earliest days with FSG in this 40th Anniversary special reflections series.

How the FDIC helps protect your money

Articles of Interest, To Your WealthBy Michael Haubrich, CFP®March 14, 2023

The Federal Deposit Insurance Corporation (FDIC) is an independent agency of the U.S. federal government that provides deposit insurance to protect depositors in case an FDIC-insured bank or savings institution fails.

Reflections on 40 years in business

Articles of Interest, TeamBy Financial Service GroupFebruary 15, 2023

Mike Haubrich shares his personal reflections of the last four decades serving the financial planning needs of the Racine area communities.

SECURE 2.0 act facilitates increased saving and investing

Articles of InterestBy Financial Service GroupJanuary 16, 2023

New rules under the SECURE 2.0 Act passed by Congress in December 2022, makes it easier to save for your retirement.

Guest blog: Planning ahead for early retirement

Articles of InterestBy Financial Service GroupNovember 2, 2022

Retiring early and successfully requires effective planning to ensure you can have the great life you envision.

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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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