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Showing 151 to 160 of 297 results for Succession

  • Claude, Chat, LinkedIn and TikTok: How Much Should I Put in My 401K?

    Social media is rife with financial advice – but new grads are asking is any of it good? After serving on a panel last week, Director of Wealth Strategy Joe Maier, JD took a look at the types of advice that AI chatbots produce and what is common on social media. In this week’s Wealth Insights article, he shares his finding: some advice is good, some is awful and most is somewhere in the middle.

  • Lifetime Gifting Strategy Part II: The Heart of Gifting

    In the second of a two-part series, Joe Maier, JD dives into the “heart” side of giving. Remembering to ask yourself questions that focus on the “why,” “who,” and “when” of giving can help you to make the most impact with your gift.

  • Strategies to Prevent ACH and Check Fraud

    All businesses are vulnerable to fraud, especially when cash is in motion. Business owners can't always monitor their accounts daily, let alone multiple times a day. Most need to strengthen their business's defenses—which is easier said than done when you’re focused on other aspects of your enterprise.

  • 7 Money Management Tips for Your First Job

    Learn how to effectively manage your money from day one of your first job. From budgeting to saving and investing, these essential tips set you up for long-term financial success.

  • Don’t Let Your Emotions Open You Up to Financial Fraud

    When it comes to online security, investors need to keep emotions in check. Scammers prey upon emotions to gain access to personal information and resources. In this week’s Wealth Insights, our wealth team highlights a few scams to watch out for.

  • Building a Plan to Handle Uncertain Times

    A disease that we don’t understand. A solution, social distancing, that we have never experienced. A stock market reacting negatively, as the stock market does, to uncertainty. An economy stressed by being shuttered. That is a lot of uncertainty.

    In times of uncertainty, it is critical to separate things we can control from things we cannot.

  • Spring Cleaning: Three Financial Planning To-Do Items

    In this week’s Wealth Insights, Director of Wealth Strategy Joe Maier, JD shares three financial to-dos that you should consider adding to your “Spring Cleaning” list, including (1) making sure your assets are in the right place, (2) ensuring that the right property goes to the right people and (3) considering the alignment of your values with your plan.

  • Rob Nielsen President, Johnson Bank

    As President of Johnson Bank, Rob drives strategic growth and deep collaboration across all facets of Johnson Financial Group's banking business. With more than 35 years of financial expertise, he fosters connectivity between Commercial Banking, Treasury Management, Consumer and Private Banking, Mortgage Banking, Credit and Bank Operations — ensuring seamless client experiences and unified team excellence across the company's footprint.

  • Here We Go Again: What to Gather Before You File

    As Tax Day approaches, JFG Wealth Advisor Michael Miller shares what information and documents to gather before you file so that you can make the filing process smoother and more predictable.  

  • Southwest Airlines

    Your Southwest Airlines 401(k) is the cornerstone to your retirement planning. The sooner you begin to create your financial and retirement plan, the greater your opportunity to retire successfully.

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