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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.

Learning Event: Preparing for your retirement

WorkshopsBy Financial Service GroupNovember 1, 2017

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…

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