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

Components of an effective estate plan

Articles of Interest, To Your WealthBy Michael Haubrich, CFP®August 21, 2023

The right time to get an estate plan is as soon as you start to accumulate assets. It is always better to plan for the unexpected, rather than wait for a crisis, such as a serious illness, to happen to begin planning

Grandparents step in to help fund college education

Articles of Interest, To Your WealthBy Michael Haubrich, CFP®July 19, 2023

With college costs soaring, grandparents are often a financial resource to help fund education and provide opportunity.

Is it time to FIRE up your retirement?

Articles of Interest, To Your WealthBy Justus Morgan, CFP®June 19, 2023

There are a number of different FIRE models with the same eventual goal of achieving financial independence. Read more in Justus’s ToYourWealth column

Justus Morgan’s reflections on FSG 40th anniversary

Articles of Interest, To Your WealthBy Tami WittMay 15, 2023

As FSG celebrates our 40th year in business, Justus Morgan shares his personal reflections and experiences over his 20 year career with us.

Understanding the debt ceiling

Articles of Interest, To Your WealthBy Financial Service GroupMay 11, 2023

Understanding the debt ceiling, why you should care about it, and how it impacts your personal financial picture.

Is “Stay the Course” good financial advice?

To Your WealthBy Justus Morgan, CFP®April 19, 2023

Do you have adequate “rainy day” funds, appropriate debt levels, and an investment plan built around your risk tolerance and financial objectives?

How the FDIC helps protect your money

Articles of Interest, To Your WealthBy Michael Haubrich, CFP®March 14, 2023

The Federal Deposit Insurance Corporation (FDIC) is an independent agency of the U.S. federal government that provides deposit insurance to protect depositors in case an FDIC-insured bank or savings institution fails.

Preparing for expenses in retirement

The Journal Times, To Your WealthBy Michael Haubrich, CFP®February 15, 2023

Preparing for expenses in retirement and in the years before will help ensure you do not out live your available money once you retire.

Boost your 401K contribution

The Journal Times, To Your WealthBy Justus Morgan, CFP®January 16, 2023

Contribution limits for your 401k/403b have increased for 2023. Take advantage of boosting your retirement savings.

The smart way to donate

The Journal Times, To Your WealthBy Justus Morgan, CFP®December 13, 2022

The tax code includes several incentives to encourage us to donate to charities which allows you to stretch your donations even further.

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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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