Skip to content
CALL US TODAY: 262.554.4500
Financial Services Group
  • 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
  • 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

Is it time to FIRE up your retirement?

Articles of Interest, To Your WealthBy 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

Start 2022 with a move toward financial independence

The Journal Times, To Your WealthBy Justus Morgan, CFP®January 2, 2022

Start 2022 off on a right foot by understanding how much to start saving toward your retirement and stepping toward financial independence.

Five things to know about taxes in retirement

Articles of InterestBy Financial Service GroupSeptember 30, 2021

Tax planning can save thousands of dollars throughout an investor’s retirement. Here are five things to know while you’re still working.

Setting your retirement on FIRE

Articles of Interest, CareersBy Financial Service GroupAugust 2, 2021

Does the idea of retiring early get you fired up? It’s not wise for everyone and it requires a lot of discipline, but there are ways to join the FIRE movement.

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.

Making Sense of Retirement Distributions – October 17 Coffee & Kringle event

Event, WorkshopsBy Financial Service GroupJanuary 5, 2020

Attend our October 17 Coffee & Kringle with Justin to help you make sense of retirement distributions, income sources, penalties and more.

Health insurance options when retiring before age 65

Articles of Interest, The Journal TimesBy Justus Morgan, CFP®September 10, 2019

Learn a few important things to know when considering retiring before your Medicare eligible.

Making Sense of Retirement Distributions – June 11 Learning Event

WorkshopsBy Financial Service GroupMay 17, 2019

Attend our June 11 Learning Event to help you make sense of retirement distributions, income sources, penalties and more.

Rolling over retirement plan balances

The Journal Times, To Your WealthBy Justus Morgan, CFP®May 5, 2019

Leaving an employer involves making decisions including what to do with retirement plan balances you’ve accumulated during your employment.

Dealing with the uncertainties of retirement

The Journal TimesBy Michael Haubrich, CFP®February 3, 2018

You wouldn’t pilot a plane without a plan so don’t take chances with your retirement. Plan for the uncertainties that come along for the ride.

→123→

Keep in Touch!

Submit your email to subscribe to our email newsletter for our latest news, articles, and upcoming events.

FINANCIAL SERVICE GROUP INC.

4812 Northwestern Avenue
Mount Pleasant, Wisconsin 53406
Phone: (262) 554-4500 | Toll-Free: (800) 420-4500
Fax:(262) 554-1907 | Email: info@toyourwealth.com
Visit Us On Facebook

Copyright Financial Service Group All Rights Reserved © 2025

 

Go to Top
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.Accept