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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

To Your Wealth: Finding Happiness During Uncertain Times

Articles of Interest, To Your WealthBy Justus Morgan, CFP®March 25, 2025

In this month’s To Your Wealth column, Justus Morgan explores how charitable giving could be a strategy for finding happiness during tumultuous, uncertain times.

Explore your options for charitable giving

The Journal TimesBy Michael Haubrich, CFP®December 15, 2021

When it comes to planning your charitible giving, you have options that may provide tax advantages as well as helping others.

Charitable giving is increasing and evolving

Articles of InterestBy Financial Service GroupNovember 15, 2021

Charitable giving is increasing. A study by Giving USA, American shows charitable giving hit $471 billion in 2020, a 3.8% increase from 2019.

What to know about Donor Advised Funds

Articles of InterestBy Financial Service GroupSeptember 28, 2021

Donor Advised Funds offer immediate tax benefits and the assets can grow tax-free before they are distributed to a charity.

Charitable Remainder Trusts: Leaving a Legacy

Articles of InterestBy Financial Service GroupSeptember 9, 2021

Charitable Remainder Trusts: Planning for Now and Leaving a Legacy No question – planning for a time when you’re no longer around is hard. If you’re like most people, the most important thing is being able to continue to protect the people you love. And for many people who have made charitable gifting part of…

Planned giving tax update 2020

Articles of Interest, To Your WealthBy Justus Morgan, CFP®October 19, 2020

Download a one-page handout with an overview of important tax law changes & Justus’s three favorite charitable gift strategies you can use yet this year.

The new tax laws and you

The Journal Times, To Your WealthBy Justus Morgan, CFP®May 15, 2018Leave a comment

The new tax laws and things you can do right now – as published in The Racine Journal Times | May 8, 2018 Now that April is in the rear view mirror, you may think you don’t have to think about taxes until next year but there are several changes in the latest tax law bill…

Donations being collected for Veterans Outreach of Wisconsin

Announcements, Articles of InterestBy Tami WittOctober 16, 2017Leave a comment

We’re collecting items for the Veterans Outreach of Wisconsin. Check out the list of needed items!

The season for asking

The Journal TimesBy Justus Morgan, CFP®December 3, 2014Leave a comment

Charitable giving can start small As published in the Racine Journal Times | Dec 3, 2014 It’s common knowledge the period of time between Thanksgiving and the end of the year is one of the busiest for donations to charities. Anyone who has donated to more than a couple of worthwhile organizations can expect to…

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FINANCIAL SERVICE GROUP INC.

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Mount Pleasant, Wisconsin 53406
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