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  • Why FSG
  • What We Do
  • Who We Are
    • Our Team
    • Careers
    • Learn about fee-only FSG
    • Giving Back to the Community
  • Client Center
  • News
  • Contact Us
  • Form CRS

To Your Wealth: What you need to know about the Social Security tax deduction

To Your WealthBy Financial Service GroupJuly 23, 2025

UPDATED 7/31! The Senior Deduction of the OBBB is aimed at reducing federal income taxes on Social Security benefits.

PAT BOHON, EA

TeamBy Financial Service GroupJanuary 18, 2025

Pat Bohon brings more than 20 years of experience in tax preparation to serve FSG clients. He works to help clients navigate complex tax situations with clarity and confidence.

Reflections on 40 years in business

Articles of Interest, TeamBy Financial Service GroupFebruary 15, 2023

Mike Haubrich shares his personal reflections of the last four decades serving the financial planning needs of the Racine area communities.

SECURE 2.0 act facilitates increased saving and investing

Articles of InterestBy Financial Service GroupJanuary 16, 2023

New rules under the SECURE 2.0 Act passed by Congress in December 2022, makes it easier to save for your retirement.

Boost your 401K contribution

The Journal Times, To Your WealthBy Financial Service GroupJanuary 16, 2023

Contribution limits for your 401k/403b have increased for 2023. Take advantage of boosting your retirement savings.

Guest Blog: Social Security benefits are increasing. How will it affect your taxes?

Articles of InterestBy Financial Service GroupOctober 26, 2022

Social Security benefit changes may have an impact on the taxes you pay.

Consider adding Series I savings bonds to your portfolio

The Journal Times, To Your WealthBy Michael Haubrich, CFP®April 4, 2022

Series I savings bonds are offering 7.12 percent interest rate through April, 2022. Consider adding this asset to your portfolio.

Five money moves to make in 2022

Articles of InterestBy Tami WittJanuary 3, 2022

Five money moves to make in 2022 Working out more, prioritizing self-care, and spending less time on your devices are all great resolutions for 2022. And while we’re at it,…

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FINANCIAL SERVICE GROUP INC.

4812 Northwestern Avenue
Mount Pleasant, Wisconsin 53406
Phone: (262) 554-4500 | Toll-Free: (800) 420-4500
Fax:(262) 554-1907 | Email: info@toyourwealth.com
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