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Showing 131 to 140 of 960 results for Planning for Retirement

  • Part III of III: The Goldilocks Planning Solution to the Reduction in the Transfer Tax Exemption

    This is the third and final part of a three-part series on the use of a spousal lifetime access trust (or SLAT) to eliminate the risk of changes in the estate and gift tax system.

  • What Each Olympian Teaches Us About Planning and Behavioral Economics

    As the world turns its eyes to Milan for the 2026 Winter Olympics, Joe Maier, JD shares some of the investment and financial planning lessons that we can learn from past Olympians in this week’s Wealth Insights article.

  • The Gift of a Family Meeting: Planning, Legacy & Love

    Estate planning thrives on open communication and trust. Watch our video featuring Joe Maier and Kelly Mould to learn how family meetings can help everyone understand the plan and the values it represents, reducing conflicts and strengthening bonds.

  • What Building a House is Teaching Me About Financial Planning

    Portfolio manager Brian Schaefer is building a house … which was never part of his plan. This week’s Wealth Insights is his story and how the homebuilding process relates to the financial planning process.

  • What's your exit plan?

    If you are a business owner, chances are you enjoy your job immensely and are confident in knowing that you are in control of your destiny amid life's ups and downs.

  • Jess Dohner Program Manager SVP, Johnson Financial Group Financial Advisors

    As Senior Vice President, Program Manager, Jess leads the Financial Advisors team. He supports the team of advisors in developing business plans focused on building and deepening client relationships. With nearly 20 years of experience in the financial services industry, Jess actively listens to clients to create customized solutions to manage their unique needs. He has a strong record of developing and retaining talent while developing strategic relationships with industry executives throughout the country.

  • Tyler Mosley, CTFA VP Wealth Advisor

    Tyler assists our clients with a variety of services including processing account distributions, creating performance reports and client presentations, as well as assisting clients in resolving their issues. He understands our clients come to us for a service, but they also see us as their partner. They are putting considerable trust in us, which Tyler takes very seriously. He has a very personal style, and loves listening to people to get a feel for what makes them tick. This allows him to build a rapport and ultimately a strong relationship with his clients.

  • After Tax Rollover Rules: Helpful and Taxpayer Friendly

    While not widely used or known, some employer sponsored retirement plans, including pilot 401(k) plans, allow you to put after‐tax money into the account.

  • Three Essential Estate Planning Steps to Protect Your Nest Egg

    Learn more as Nicole Farbo, VP Wealth Fiduciary Advisor, CFP®, shares valuable insights on protecting your assets and ensuring your loved ones are taken care of in the future through estate planning.

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

    Starting the preparations to sell your business is never easy. Selling or buying a business comes with mixed emotions and hard decisions. There are a lot of variables to consider. One action item to discuss early is the process of due diligence. In order for you to attract a buyer to your company, you must engage in the pre-sale due diligence process well before your anticipated departure date.

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