To Your Wealth: Creating a lasting gift
Legacy gifts can help make a difference in the lives of others, in projects, and in infrastructure. We work with clients on helping them their legacy gifting strategies that align with their Great Life vision.
What’s Your Plan for Aging?
At Financial Service Group, we’ve spent years helping families plan for the later stages of life. Creating a thoughtful aging plan doesn’t just benefit you—it supports those around you, too. Read more in Justus’s To Your Wealth column
From hearts full of gratitude, all blessings flow
From hearts full of gratitude, all blessings flow By Michael Haubrich, CFP® There is a certain wealth that no advisor, regardless of skill and experience, can help to increase. That is the wealth that comes from sincere, authentic gratitude for the experiences and events that add true richness to our lives. In our roles as…
Career Insights: Reflecting on your most valuable asset
Reflecting on your career is a worthwhile endeavor to ensure you’re maximizing not only the financial value but also your career satisfaction.
Key Considerations in navigating pre-Medicare insurance options
Here are a few things you need to know to make informed decisions about insurance options during the period often referred to as “pre-Medicare.”
The ABC’s of Section 529 College Savings Plans
Discover how 529 plans offer exit strategies for unused funds.
Financial tips for new graduates
Post-graduation is a great time to establish some financial goals. Here are a few financial tips for new graduates.
To Roth or not to Roth
Money inside a Roth IRA accumulates without having to pay taxes on the growth or dividends/interest each year. Justus Morgan explores other considerations when pondering “to Roth or not to Roth.”
Does timing the market make sense?
To Your Wealth: Does timing the market make sense? Leo Trotsky in War and Peace said, “the two most powerful warriors are patience and time.” While he may not have been thinking of investment strategies when he penned those words, they could easily be applied when considering what is commonly known in our industry…
To Your Wealth: Savings bonds revisited
Discover the latest information on savings bonds and the upcoming deadline to purchase Series I bonds at their current rate.