WENDY PEPERKORN
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.
ToYourWealth: Making taxes a controllable risk in retirement
In part 2 of our taxes as a retirement strategy series, learn how tax preparation at Financial Service Group helps you control your retirement income risk.
ToYourWealth: Turning taxes into a retirement strategy
At Financial Service Group tax preparation is part of our service to clients and better enables us to add tax planning to your overall financial plan.
To Your Wealth: What you need to know about the Social Security tax deduction
UPDATED 7/31! The Senior Deduction of the OBBB is aimed at reducing federal income taxes on Social Security benefits.
PAT BOHON, EA
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
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
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
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?
Social Security benefit changes may have an impact on the taxes you pay.
Consider adding Series I savings bonds to your portfolio
Series I savings bonds are offering 7.12 percent interest rate through April, 2022. Consider adding this asset to your portfolio.