Insights

Business Guidance

2021 Compliance Checklist for Group Health Plan Sponsors

Airline Pilot Insights

LinkedIn Live Event: Retirement Planning Strategies for Commercial Airline Pilots

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

The Importance of the Conductor: Casting the Role of Trustee

By Joe Maier and Bob Schneider | Johnson Financial Group

Your Financial Life

Tips and Tricks for Navigating the Holiday Shopping Season

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