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

Increased risk of financial abuse due to COVID isolation

Elder Life Planning, The Journal Times, To Your WealthBy Michael Haubrich, CFP®July 13, 2021

The isolation generated by the COVID quarantines left seniors more vulnerable to scammers and increased potential for financial elder abuse.

Long-term care planning should start with visioning your late-life

Elder Life Planning, The Journal Times, To Your WealthBy Michael Haubrich, CFP®April 13, 2021

Knowing what you want in your late-life years is an important first step to planning your financial well-being for those years.

Understanding the true costs of senior care

Elder Life Planning, To Your WealthBy Michael Haubrich, CFP®October 6, 2019

Mike’s column discusses the true costs of in-home versus institutional care for seniors.

Understanding residential options for seniors

Elder Life Planning, The Journal Times, To Your WealthBy Michael Haubrich, CFP®August 15, 2018

When trying to determine the best residential options for an elder loved one, there are many choices. Exploring the differences is important both from a financial and a lifestyle perspective.

What sides come with that sandwich?

Elder Life Planning, The Journal Times, To Your WealthBy Michael Haubrich, CFP®April 17, 2018

Many grandparents serve as the primary care provider for grandchildren at the same time as being parents and taking care of their own aging parents. That’s a financial triple-decker.

What is your vitality plan?

Articles of Interest, Elder Life PlanningBy Tami WittFebruary 2, 2018

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!

Serving older adults and their families

Articles of Interest, Elder Life PlanningBy Tami WittJuly 20, 2017

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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