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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
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Guest blog: Planning ahead for early retirement

Articles of InterestBy Financial Service GroupNovember 2, 2022

Retiring early and successfully requires effective planning to ensure you can have the great life you envision.

Celebrating financial independence

Articles of Interest, The Journal Times, To Your WealthBy Justus Morgan, CFP®July 21, 2022

As we celebrated our country’s independence this month, thinking about our own personal financial independence is worth pondering too.

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.

Reserve your spot for Retirement Planning Today®

Announcements, WorkshopsBy Tami WittOctober 3, 2021

Justin Moilanen will be teaching the Retirement Planning Today® curriculum in-person under the banner of UW-Parkside’s mini-course offerings. Read more and register.

Justin Moilanen teaching virtual Retirement Planning Today® course in October

Announcements, WorkshopsBy Financial Service GroupSeptember 14, 2021

Justin Moilanen will be teaching the Retirement Planning Today® curriculum in-person under the banner of UW-Parkside’s mini-course offerings. Read more and register.

Justin Moilanen teaching virtual Retirement Planning Today® course in March

Announcements, WorkshopsBy Financial Service GroupFebruary 18, 2021

Justin Moilanen will be virtually teaching the Retirement Planning Today® curriculum under the banner of UW-Parkside’s mini-course offerings. Read more and register.

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.

Justin Moilanen teaching virtual Retirement Planning Today® course

Announcements, WorkshopsBy Financial Service GroupSeptember 30, 2020

Justin Moilanen will be virtually teaching the Retirement Planning Today curriculum as part of UW-Parkside’s mini-course offering. Read more and register.

Collecting Social Security in special cases

The Journal Times, To Your WealthBy Michael Haubrich, CFP®February 12, 2020

The most common Social Security benefit is for retirees, but there are other circumstances under which you can collect benefits.

Justus Morgan teaching Retirement Planning Today® mini-course at UW-Parkside

Announcements, WorkshopsBy Tami WittJanuary 13, 2020

Justus Morgan is once again teaching Retirement Planning Today hosted at UW-Parkside for those age 50-70. Read more and register.

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