To Your Wealth Update – October 2015
Click the link below to access our latest newsletter featuring Justus Morgan’s monthly column, workshop announcements and more! TYW Update.October2015
Social Security & You Workshop – June 24, 2015
Our next workshop, Social Security & You will be held on June 24. Click to register.
Social Security benefits for spouses
Do you know the Social Security benefits your spouse is entitled to? Find out here.
To Your Wealth – February 2015
Click here to read our latest newsletter. Justus Morgan’s monthly article: Undoing Social Security Decisions Workshop: March 19, 6:30 p.m. Social Security & You City changed from Racine to Mount Pleasant in our address.
Social Security & You – March 19, 2015
[vc_row][vc_column width=”1/1″][vc_column_text disable_pattern=”false” align=”left” margin_bottom=”0″]Join Justus Morgan, CFP® and Justin Moilanen to learn the basics of Social Security including how benefits are determined for workers, spouses, and surviving spouses, the interaction between claiming now versus delayed benefits, and how different claiming strategies can significantly impact your retirement income sustainability. This interactive presentation to be held…
Undoing Social Security decisions
As published in the Racine Journal Times | February 4, 2014 Have you ever made a decision you later regretted? Wouldn’t it be nice if you had a chance to rewind the clock? In many areas of life this is not an option but when it comes to collecting Social Security benefits there are actually…
Retirement income for surviving spouses
As seen in the Racine Journal Times | November 5, 2014 One of the biggest financial changes we see in our clients’ lives is the death of a spouse. Besides the emotional toll this loss incurs, the fears around money also become much more acute. In particular, the fear of running out of money or…
August 2014
Click here to read the latest To Your Wealth Newsletter Social Security – A history of change – Justus Morgan’s monthly ToYourWealth column in the Racine Journal Times Announcing upcoming workshops Introducing a new toyourwealth.com feature blog by Justin Moilanen called Watch.Listen.Read
Social Security – A history of change
As published in the Racine Journal Times | August 6, 2014 The Social Security Board of Trustees released their annual report a few weeks ago indicating the program is projected to exhaust its assets by 2033 resulting in only being able to pay less than 75 percent of promised benefits. Similar to past years, the…
April 2014
In this month’s issue: Justus Morgan’s To Your Wealth column as seen in the Racine Journal Times: Common Sense can apply to mortgages March 19 Social Security Workshop recap Office closed notices: April 18 and 25 Save the dates for upcoming FSG events Download April’s newsletter