aging Archives - To Your Wealth

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What’s Your Plan for Aging?

Articles of Interest, To Your WealthBy Justus Morgan, CFP®November 20, 2024

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

Optimistic Aging book summary

Book Review, To Your WealthBy 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.

What is your vitality plan?

Articles of Interest, Elder Life PlanningBy Tami Witt February 2, 2018

Kay VanNorman, president of Brilliant Aging, shares her insights on retaining your vitality while you age. Interested in learning more from Kay? Let us know and we’ll host an interactive workshop with Kay!

Serving older adults and their families

Articles of Interest, Elder Life PlanningBy Tami Witt July 20, 2017

Serving older Adults and their Families was the topic for the annual Summer Gathering hosted by Financial Service Group July 12-13, 2017. The two-day workshop was facilitated by Erika Walker, CEO of Sage Wave Consulting which advises businesses on preparing to serve the growing aging population. Fee-only financial planners from Wisconsin, Minnesota and Illinois used…

CALL US TODAY: 262.554.4500

What is your vitality plan?

Serving older adults and their families

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