Newsletter - To Your Wealth

Ancient philosophy for modern finance

By Justus Morgan, CFP®September 14, 2023

Many financial decisions are emotional ones. If we can apply a couple of strategies to better understand our emotions, we can also make better financial decisions

Optimistic Aging book summary

By Financial Service Group August 21, 2023

In this book, Margit Cox Henderson provides insights and tips on how to stay healthy, active, and engaged as you age, and how to make the most of your retirement years.

Components of an effective estate plan

By 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

Is it time to FIRE up your retirement?

By 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

By Tami Witt May 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.

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