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

Tax Manager (summers off!) position open with FSG!

Announcements, CareersBy Tami WittApril 8, 2022

Check out this opportunity to join our team of pros as our resident tax expert. Hybrid work environment with liberal time off so you can enjoy your Great Life!

A Social Security primer: Knowing your options

Articles of InterestBy Financial Service GroupFebruary 18, 2022

Understanding how Social Security works can be complicated. Learn more about things to consider and about your options.

Your holiday wellness plan should include ways to lower stress and taxes

Articles of InterestBy Financial Service GroupNovember 12, 2021

The holiday season is stressful enough without adding tax stress to it. Here are a few ideas to reduce your tax stress as the year-end approaches.

Decreasing your tax bill: Year-end tax planning tips for 2021

The Journal Times, To Your WealthBy Justus Morgan, CFP®November 12, 2021

This year has seen tax law changes affecting everyone from young families to those already retired. Here are a few tips for decreasing your tax bill.

Reserve your spot for Retirement Planning Today®

Announcements, WorkshopsBy Tami WittOctober 3, 2021

Justin Moilanen will be teaching the Retirement Planning Today® curriculum in-person under the banner of UW-Parkside’s mini-course offerings. Read more and register.

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.

What to know about Donor Advised Funds

Articles of InterestBy Financial Service GroupSeptember 28, 2021

Donor Advised Funds offer immediate tax benefits and the assets can grow tax-free before they are distributed to a charity.

The expanding role of your fiduciary financial advisor

Articles of InterestBy Financial Service GroupSeptember 25, 2021

A trusted, fiduciary financial advisor can add more value to you and your family in helping you realize your financial life goals.

Justin Moilanen teaching virtual Retirement Planning Today® course in October

Announcements, WorkshopsBy Financial Service GroupSeptember 14, 2021

Justin Moilanen will be teaching the Retirement Planning Today® curriculum in-person under the banner of UW-Parkside’s mini-course offerings. Read more and register.

Understanding the flurry of recent tax changes

The Journal Times, To Your WealthBy Justus Morgan, CFP®May 3, 2021

The last 15 months have produced a flurry of tax law changes. Here’s a short summary of a few of the most critical.

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