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  • Why FSG
  • What We Do
  • Who We Are
    • Our Team
    • Hear Our Perspective
    • Giving Back to the Community
  • Client Center
  • News
  • Contact Us
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Financial tips for a thriving 2021

Even if the resolutions you made in January have gotten a little stale, it’s never too late to follow a few financial tips for a thriving 2021.

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budgeting financial planning financial well-being retirement planning

Program helps next gen develop financial responsibility

Vince has been volunteering with Milwaukee-area students to help them understand and develop healthy personal finance skills and habits.

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financial education financial responsibility volunteering

Include charitable gifts on your holiday list

It’s never too late to help others especially during these extreme times. For 2020 you can take a tax deduction for donating up to $300 even if you don’t itemize!

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Charitable Donations chraritble giving tax deduction

The allure of beating the stock market

Wouldn’t it be great if you could consistently outperform the stock market to increase the return on your investments?

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investments risk tolerance stock market performance

Planned giving tax update 2020

Download a one-page handout with an overview of important tax law changes & Justus’s three favorite charitable gift strategies you can use yet this year.

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Charitable giving tax planning

Hanging on to stuff can cost you more than money

Using valuable square footage in your home or garage to store and extra 20 years’ worth of stuff carries a cost.

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Charitable Donations cost savings Hoarding

Career Asset Management question: What can I contribute?

Benchmarking your career asset does not only apply to your compensation. Being able to answer “what do I contribute” helps identify your value.

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career asset management career sustainability

Sustaining your Career Asset amid Social Distancing

Just because you are unable to network or learn in face-to-face settings, that should not deter you from investing in your career asset.

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career career asset management career sustainability career uncertainty

COVID-19: How we’re keeping you (and us) safe

Here are the steps we’re taking as we plan to reopen our office on July 6 for deliveries and paperwork pick-up/drop-offs. Meetings will continue to be held virtually (phone or video) until further notice.

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Crops will grow back so don’t sell the farm

Enjoy Mike’s column from the Racine Journal Times in which he discusses how your financial planner should plan for market jolts like we’ve experienced lately.

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asset allocations Bear market Coronavirus market volatility
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Reach Out Today For Our Free Consultation

We understand the apprehension that comes with planning for your future. Our no-commitment, free consultation with our trusted CERTIFIED FINANCIAL PLANNER™ advisors will put you at ease and show you all that Financial Service Group can offer. Contact us today and start planning for your tomorrow.

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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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