February 2013

To Your Wealth

Featured in this month’s To Your Wealth: The tough subject of being recently widowed is discussed by Justus Morgan in the Racine Journal Times Mike Haubrich’s groundbreaking work about career as a vital asset class is featured the Journal of Financial Planning We introduce you to Justin Moilanen, our new Portfolio Administrator Our building still…

January 2013

To Your Wealth

Featured in this month’s To Your Wealth: Happy New Year from the team at Financial Service Group Gift exclusion, inheritence, and Warren Buffet are discussed in Justus Morgan’s latest column for the Racine Journal Times Reprinted with permission, Bob Veres talks about the fiscal cliff and the tax realities of 2013 Download The January 2013…