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Showing 101 to 110 of 960 results for Planning for Retirement

  • The Stockdale Paradox In Financial Planning

    Holding up an honest mirror to your financial plan can help confirm that your goals are attainable, reveal capacity to dream bigger or expose trade-offs that must be addressed. Wealth Director, Joe Maier, JD shares how advisors can help you build a resilient path toward what matters most.

  • Ready to Retire

    If you are just beginning to plan, nearing retirement or anywhere in between, get the advice and support you need to ensure a comfortable financial future.

  • Eric Bernal SVP Wealth Advisor & Portfolio Manager

    As Senior Vice President, Wealth Advisor & Portfolio Manager, Eric works with the wealth team to understand clients’ goals and objectives for investment savings. He also constructs portfolios while providing ongoing management to help clients reach their goals. Eric understands the importance of communication and asking questions to help clients identify what they are trying to accomplish. Once goals and expectations are determined, Eric enjoys building strategies and executing a plan to succeed.

  • Maureen Holsen, CFP®, AIF® AVP Wealth RPS Education Specialist

    As Assistant Vice President, Retirement Plan Services Education Specialist, Maureen focuses on delivering financial education, guidance and planning support to retirement plan participants. Maureen takes a highly approachable, consultative approach to working with clients and participants. She focuses on creating a comfortable environment where individuals feel confident asking questions and engaging in conversations about their finances. Maureen is passionate about helping individuals understand their benefits so they can become retirement ready.

  • 401k Savings Calculator

    A 401(k) can be one of your best tools for creating a secure retirement. It provides you with two important advantages. First, all contributions and earnings to your 401(k) are tax-deferred. You only pay taxes on contributions and earnings when the money is withdrawn. Second, many employers provide matching contributions to your 401(k) account. The combined result is a retirement savings plan you cannot afford to pass up.

  • Scott J. Gregory, AIF®, CWS® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, Financial Advisor, Scott uses his diverse experience and background to connect with his clients and identify their individual needs. He will work hard to help clients towards their financial goals through a conservative and disciplined strategy.

  • about financial solutions for new physicians.

    You’ve gained a decade or more of experience as a physician and continue to mature in your profession. Now what? As you approach mid-career, it’s time to focus on a solid financial plan that will help you achieve your long-term goals – for the remainder of your career and into retirement.

  • IRAs

    Whether your retirement is soon approaching or several years down the road, the advantages of an IRA can give you confidence as your prepare.

  • Derrick Meier, MBA Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As Assistant Vice President, Financial Advisor, Derrick helps clients create unique financial plans around their life goals. He understands that every client is different, which is why he enjoys building relationships and learning what matters most to them. As a Financial Advisor, Derrick appreciates the opportunity to help clients financially prepare for every aspect of their life, including their families, careers and personal aspirations.

  • The Art of Retirement Income: Making the Most of Your Savings

    When I work with pilots to create a retirement income stream, I liken it to mountain climbing. If you ask most people what the goal of mountain climbing is, they often say “to get to the top.” The real goal is to not only make the climb up, but to get back down the mountain safely.

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