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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

Increased risk of financial abuse due to COVID isolation

Elder Life Planning, The Journal Times, To Your WealthBy Michael Haubrich, CFP®July 13, 2021

The isolation generated by the COVID quarantines left seniors more vulnerable to scammers and increased potential for financial elder abuse.

Understanding the true costs of senior care

Elder Life Planning, To Your WealthBy Michael Haubrich, CFP®October 6, 2019

Mike’s column discusses the true costs of in-home versus institutional care for seniors.

Understanding residential options for seniors

Elder Life Planning, The Journal Times, To Your WealthBy Michael Haubrich, CFP®August 15, 2018

When trying to determine the best residential options for an elder loved one, there are many choices. Exploring the differences is important both from a financial and a lifestyle perspective.

Speaking to seniors about money and care options

The Journal TimesBy Michael Haubrich, CFP®September 1, 2016

In his book, “How to Say it to Seniors: Closing the Communication Gap with our Elders,” David Solie explores the developmental crisis we experience as older adults. As children, teens, young adults, and mid-life adults we advance our development by experiencing and resolving a series of life-stage crises. It could be easy to believe by…

Whole family conversations lead to clarity

The Journal TimesBy Michael Haubrich, CFP®August 2, 2016

Involving the whole family in conversations about important topics, like the care plan for aging parents, can help families avoid making panic-driven decisions in times of crisis.

A thankless job for caregivers

The Journal TimesBy Justus Morgan, CFP®July 21, 2016

Providing care for a aging loved one can be a daunting task. Reduce uncertainty by understanding more about the role before taking it on.

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FINANCIAL SERVICE GROUP INC.

4812 Northwestern Avenue
Mount Pleasant, Wisconsin 53406
Phone: (262) 554-4500 | Toll-Free: (800) 420-4500
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