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  • Why FSG
  • What We Do
  • Who We Are
    • Our Team
    • Learn about fee-only FSG
    • Giving Back to the Community
  • Client Center
  • News
  • Contact Us
  • Form CRS

SECURE 2.0 act facilitates increased saving and investing

Articles of InterestBy Financial Service GroupJanuary 16, 2023

New rules under the SECURE 2.0 Act passed by Congress in December 2022, makes it easier to save for your retirement.

Unwelcome limits to a retirement classic: IRAs in the crosshairs

Articles of InterestBy Financial Service GroupOctober 13, 2021

Paying for the Build Back Better Act could mean some unwelcome changes to your IRAs and the security you’ve planned for your retirement.

Financial tips for a thriving 2021

The Journal Times, To Your WealthBy Michael Haubrich, CFP®February 18, 2021

Even if the resolutions you made in January have gotten a little stale, it’s never too late to follow a few financial tips for a thriving 2021.

Tax law changes impact required minimum distributions

Articles of Interest, The Journal TimesBy Justus Morgan, CFP®May 13, 2020

Changes to required minimum distribution rules as the result of SECURE and CARES Acts may help retirees by relaxing some of the requirements.

The pillars of America’s success

The Journal TimesBy Justus Morgan, CFP®November 5, 2016

As we approach the end of the year, many people are turning their thoughts to charitable giving strategies. Discover some options that can increase the impact of your giving.

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