We’re looking to add to our team with a new Client Service & Tax Specialist role in our Mount Pleasant office.Continue reading
Below is our COVID-19 Office Protocol that we will be following in order to
keep you, your family and our staff safe and healthy during tax season, yet
continue to serve you:
DROP OFF PROTOCOL
Upon arriving at the office, please leave your tax paperwork in the box located
between the set of double doors. We will check the box throughout the day.
You can also use the drop box located at the back of the building. Please make
sure to push your envelope down the INCOMING MAIL slot so it reaches the
locked box at the bottom.
Please follow the above protocols if providing missing documentation at a later
Make sure your “Green Sheet” Use of Tax Information by Preparers of Returns
has been signed and is enclosed with your paperwork. This must be signed
BEFORE we prepare your tax return. Both individuals must sign if it is a joint
Tax information can also be mailed to us or uploaded to your client portal in ShareFile.
You do not need to setup an appointment ahead of time to drop off your information.
If you would like a meeting to review your support documents or prepared return,
please email or call Justus at email@example.com or (262) 554-0923.
Once completed, we will mail your return to you and upload it to your client portal.
Putting his money where his mouth is, Justus explores how he decides his own investment strategies.Continue reading
Our clients are important to us!
We’ve created a tip sheet to help make understanding and accessing the various technologies we employ to provide online access to your investment accounts, connect you with our office, give up real time information on your allocations and enable you to quickly and readily access estate planning documents and other important papers.
Click here to access the one-page tip sheet, Technology Tools
Following a long day of meetings and planning for the remainder of 2018, the FSG team enjoyed a little R&R at the hands of Chef John Bogan at the Lake Geneva School of Cooking.
The team was greeted with some sparkling wine and delicious parmigiano popovers to start the evening. We then enjoyed a meal of potato crusted salmon fillets, grilled ceasar salad with italian sausage, filet mignon and topped off with a kahlua espresso brownie! Hearts and bellies were indeed full!
Visit our new web and social media spaces dedicated to Career Asset Management. Learn more here.Continue reading
Read what others have to say about Michael Haubrich’s new book!
“This book helped me to think about my career , how I am managing this very important asset and how I might do even more to be intentional. I like the real-world examples, featuring the career asset as primary with the key support of financial assets (the necessary planning).” — Deborah L. Ford, PhD, Chancellor University of Wisconsin-Parkside
“This book is a terrific inter-disciplinary resource. Mike Haubrich brings his innovative thinking , spirit of collaboration and passion for providing exceptional client service to life in the publication of this hands-on gem.” — Jane Schroeder, MS Momentum Partners
“In this ground-breaking book, Mike Haubrich transforms how we each think about and manage our careers. Its appealing mix of theory, story and actionable steps will make it the go-to classic resource for individuals rethinking career issues and for financial advisors who want to stay current with fundamental best practices.” — Paula Hogan, CFP, CFA Financial Planning Advisor and author Wealthinking blog and Trust Quarterly
“Imagine treating your career as your most valuable workplace asset, and learning how to maximize it for greatest financial reward and life satisfaction. Career Asset Management, clearly explains this brilliant framework, why it matters to you and those whose careers you guide, and how to apply it step-by-step. It will change how you think about your work and your career, and more importantly, what you do about it.” — Edward Jacobson, PhD, MBA author of Appreciative Moments: Stories and Practices for Living and Working Appreciatively
“This is the clearest guidebook we have to one of the next frontiers of personal finance and financial planning: managing and monitoring the valuable career asset with the same care and diligence as you would tend an investment portfolio.” — Bob Veres Inside Information and past-editor of Financial Planning Magazine
“Mike Haubrich has done an excellent job of putting together a concise book that will change the way you view your career. It is engaging, easy to read, and filled with stories that illustrate how you go about putting a value on your career – and not just in terms of money. He discusses the impact intentional career management can have on your overall well-being – and after you read it you think, “Of course. That makes sense. Why didn’t I think of it that way before?” You are bound to learn something that will improve your own career decisions, and if you are in management, it will help you see the careers of those who work for you in a new light.” — Dana Anspach, CFP, RMA and author of the blog Money Over 55
During the holiday season I had the wonderful experience of accompanying my young granddaughter on a visit to Milwaukee’s historic Pabst Mansion. The home of beer baron Captain and Mrs. Frederick Pabst is always decked out for the season and provides a small glimpse into how those other generations celebrated the holidays and family.
The mansion rooms are filled with Christmas trees and other festive decorations but the most moving item for me personally was the letter that Captain Pabst left for his children as the end of his life neared. The original letter, written in the Captain’s own scrawling hand, is on display in his study which also features the family values intricately carved into the room’s heavy wood beams. The letter has been replicated to make it easier for visitors to read, and the message is moving and poignant. In it’s simplicity, it captures the life legacy Captain Pabst wanted to share with his children–a personal reminder of the family values and of his final wishes for them.
As we begin a new year, let’s all remember the things that are most important in our lives and the personal legacy we wish to leave behind.
Here’s a copy of Captain Pabst’s letter to his children, courtesy of the Pabst Mansion.
As published in the Racine Journal Times | April 3, 2013
A couple weeks ago I opened an email with the message “Hi Morgan” which I knew was odd since I’m not typically addressed by my last name. The message went on to request “cash balances” as the person “needs to make a request in regards to an urgent wire transfer.” I’ve certainly seen my fair share of phony emails that I’m entitled to a small fortune or a friend is stranded in a foreign country but this was the first request from someone contacting me for money in my role as a financial advisor.