Collecting Social Security in special cases
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
Justus Morgan is once again teaching Retirement Planning Today hosted at UW-Parkside for those age 50-70. Read more and register.
Justus Morgan teaching Retirement Planning Today® mini-course at UW-Parkside
Justus Morgan is once again teaching Retirement Planning Today hosted at UW-Parkside for those age 50-70. Read more and register.
Understanding Cash Flow is Essential for Financial Independence
Help yourself and your loved ones better understand their cash flow and spending habits. Justus’s article offers some great tips.
Rolling over retirement plan balances
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
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.
Learning Event: Preparing for your retirement
Wondering what you need to do to ensure you’re ready for retirement? This informative, interactive session is designed to share information, address questions and highlight key issues for planning for your retirement. Who should attend? Anyone planning to retire! What we’ll cover: We’ll provide insight on the following questions so that you can make informed…
Defining your next specific action can help you achieve your goals
Many financial goals are fairly broad or generic such as building cash reserves, retiring or paying for a child’s college education. Unfortunately, there are many distractions that keep us from ever refining and achieving our goals. Taking a cue from personal productivity guru David Allen, the key to achieving any of these goals is defining…
Boosting your returns in retirement
Waiting an extra year to retire can add 1% per year of additional returns during retirement. Read Justus’s RJT column to learn more.
Justin’s Watch.Listen.Read picks for August 2016
As a member of the FSG fee-only financial planning team, Justin Moilanen is an avid reader and content consumer. He’s always on the prowl for content that our clients and visitors might find useful, informative, entertaining, or enlightening. Some of the pieces are directly related to retirement planning, tax strategies, estate planning or other financial topics.…