December, 2013
This month’s newsletter features Justus Morgan’s monthly column in the Racine Journal Times and links to his recent video interviews. Click to see the issue TYW Update.Dec2013
Learning about the Social Security tax torpedo
As published in Racine Journal Times | November 7, 2013 One of the least understood aspects of Social Security income is how it’s taxed. Sometimes it’s known as the “tax torpedo” because taxes on Social Security benefits can be minimal or nonexistent until all of a sudden they blow up with the potential of almost…
November 2013
In this month’s issue: Justus Morgan’s article: Social Security Social Security Workshop to be held on November 20. Thanksgiving office hours. Closed November 28 & 29. Download this month’s newsletter
October 2013
In this month’s newletter: Justus Morgan’s article: When paying no income tax is a bad idea November workshop announcement: Social Security & You New web site to launch in November Download this month’s newsletter
September 2013
In this month’s newletter: Justus Morgan’s article: When a will doesn’t matter. Our new lobby is a “destination.” Download this month’s newsletter
August 2013
Featured in this month’s To Your Wealth: Why bonds lose value Free shredding services available at FSG Photos from our First Friday and Bob & Brian Open Events Download To Your Wealth Update – August 2013
July 2013
Featured in this month’s To Your Wealth: Long term care: a family decision Long term care workshop announced Event reminder: First Friday with FSG Lighthouse run photos Download ToYourWealth Update – July 2013
June 2013
Featured in this month’s To Your Wealth: Financial Service Group is a proud sponsor of the 4 Mile Competitive Run for the 2013 Lighthouse Run We will be hosting another wine and food tasting to open up Racine’s August First Fridays festivities Justus Morgan penned a great column about college savings for the Racine Journal…
May 2013
Featured in this month’s To Your Wealth: Justus Morgan talks about investment risk for the Racine Journal Times Retirement planning as an expedition? Justus Morgan, writing for Kenosha Prime Magazine, shares his thoughts Financial Service Group is proud to welcome Kim Molbeck to the team The Financial Service Group team took a trip up to…
April 2013
Featured in this month’s To Your Wealth: Phishing and indentity theft are the focus of Justus Morgan’s colum for the Racine Journal Times Financial Service Group has safeguards in place to help you protect your information from identity thieves and phishers Justus Morgan celebrates ten years at Financial Service Group The Financial Service Group office…