Insights

Financial Planning Insights

Charitable Giving Series: Part VI of VI on Using Charitable Remainder Trusts to Defer Taxes and Maximize Wealth

By Joe Maier and Bob Schneider | Johnson Financial Group

Financial Planning Insights

Charitable Giving Designed to Enhance Non-Charitable Goals: Part V of VI and Understanding Testamentary Charitable Lead Trusts

By Joe Maier and Bob Schneider | Johnson Financial Group

Financial Planning Insights

November 24, 2020

Succession Planning: It's All About Happiness

By Joe Maier and Bob Schneider | Johnson Financial Group

Financial Planning Insights

November 23, 2020

Charitable Giving Series: Part IV of VI on Using Private Foundations to Build a Family Culture of Philanthropy

By Joe Maier and Bob Schneider | Johnson Financial Group

Financial Planning Insights

November 12, 2020

Charitable Giving Series: Part III of VI on Using Donor Advised Funds to Make a Philanthropic Impact

Financial Planning Insights

Succession Planning: If You Don’t Uncover the Skeletons in Your Closet, Your Buyer Will

By Joe Maier and Bob Schneider | Johnson Financial Group

Financial Planning Insights

Succession Planning: If You Don’t Uncover the Skeletons in Your Closet, Your Buyer Will

By Joe Maier and Bob Schneider | Johnson Financial Group

Investment Commentary

November 04, 2020

Bond Yields Tell the Story

By Brian Andrew

Commercial Insights

Ransomware “on steroids” – explosive new threat to business and healthcare

By Steve Frew, JD, CIPP/US

Markets and Economy

Tale of Two Challenges: The Potential Impact of the U.S. Election and COVID-19