Attend our June 11 Learning Event to help you make sense of retirement distributions, income sources, penalties and more.
Continue readingRolling over retirement plan balances
Leaving an employer involves making decisions including what to do with retirement plan balances you’ve accumulated during your employment.
Continue readingDealing 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.
Continue readingLearning 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 retirement decisions.
– Can I retire?
– When should I start Social Security?
– What are my Medicare options?
– Should I choose a lump sum or monthly income pension?
– What is a rollover?
– How should my investment accounts be invested?
– How much can I withdraw each year?
– When do I have to take Required Minimum Distributions (RMDs)?
– How much will I pay in taxes?
– Should I buy long-term care insurance?
Seating for our learning events is limited so please register below or call Traci at 262-554-4500 x105.[mk_content_box heading=”Register for this Event”][vc_column_text disable_pattern=”false” align=”left” margin_bottom=”0″] Preparing for your retirement
Date: Tuesday, November 14, 2017
Time: 6:30 p.m. – 8 p.m.
Location: Financial Service Group | 4812 Northwestern Avenue, Mount Pleasant, WI 53406
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Justin Moilanen earns Retirement Income Certified Professional® designation
Congratulations to Justin Moilanen on earning his Retirement Income Certified Professional® designation from The American College.
Continue readingPutting some bounce in your step
Don’t let a financial setback be as uncomfortable as shoes that are too small. Read how to bounce back.
Continue readingGraduating to older life is cause for celebration
Viewing aging as a form of graduating to the next life phase can make it cause for celebration. Read Mike’s column for a cheerful, forward-looking perspective.
Continue readingBoosting 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.
Continue readingJustin’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. Some of the pieces are not, but nonetheless engaging. Each month, he shares a few of his ideas with our Financial Service Group clients and friends through various media outlets. Here are Justin’s top picks for August, 2016. Watch.Listen.Read. and enjoy!
If you’re interested in learning more about the other good folks at Financial Service Group, please check out our profiles!
Watch.
Buffalo Springfield – For What It’s Worth (02:40)
“There’s battle lines being drawn. Nobody’s right if everybody’s wrong.”
Listen.
On Being – The Alchemy of Pilgrimage (51:00)
“Every morning, I find myself a different person. I’m always a mystery to myself. If I knew in the first hours of the morning, what I’m going to do, what is going to happen, what attitude or decision should I take, I think my life would be deadly boring because, well, what makes life interesting is the unknown. It is the risks that we take every single moment of a single day.”
Read.
MarketWatch – How much money will gold medal winners in Rio take home? (352 words)
“When swimmer Joseph Schooling edged out Michael Phelps and a tight field in the 100-meter butterfly event on Friday night, he became the first athlete from Singapore to win a gold medal — and he will be the first to earn the country’s $753,000 gold-medal bonus.”
A thankless job for caregivers
Providing care for a aging loved one can be a daunting task. Reduce uncertainty by understanding more about the role before taking it on.
Continue reading