Insights

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 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

Tax Planning in an Election Year

By Joe Maier

Financial Planning Insights

Start with “Why”: Part I of VI on Choosing the Right Approach to Charitable Giving

Business Guidance

September 04, 2020

2021 Benefits Planning and COVID-19

Investment Commentary

September 03, 2020

The Corn Moon

By Brian Andrew

Business Guidance

Paycheck Protection Program (PPP) and Retirement Plans

Business Guidance

Reopening a Business After the Coronavirus Shutdown

Your Financial Life

To spend or to save? Strategies for using your tax refund or economic impact payment