Search Results

Showing 161 to 170 of 960 results for Planning for Retirement

  • Pam Stubler, AIF®, CWS® Financial Advisor SVP, Johnson Financial Group Financial Advisors

    As Senior Vice President, Financial Advisor, Pam works with individuals and families to develop personalized, comprehensive plans designed to work towards meeting their current and future financial planning goals and objectives. Additionally, she provides investment solutions that make sense for a client’s specific needs. Through regular reviews, Pam informs clients of any necessary adjustments to keep them on track and strives to ensure a comfortable transition through each phase of their lives.

  • 5 Essential Financial Tips Every Young Adult Should Follow

    Discover important financial tips for young adults that’ll help you manage money wisely. Learn saving and financial planning strategies to start securing your future today.

  • Kyle J. Rossi, CFP®, EA, ChFC®, CDFA®, AIF®, BFA® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, Financial Advisor, Kyle uses his extensive knowledge of investments and financial planning to help clients work towards their short- and long-term financial goals. He builds strong relationships with clients while delivering comprehensive, tailored financial solutions to help them succeed.

  • The Goldilocks Planning Solution to the Reduction in the Transfer Tax Exemption

    This is the first 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. This first article focuses on the separation of legacy assets from lifetime assets and why that is important.

  • Aaron Spitzner, CFP® Financial Advisor VP Johnson Financial Group Financial Advisors

    As Vice President Johnson Financial Group Financial Advisor, Aaron builds lasting relationships by truly understanding what drives his clients' financial goals. He brings clarity to complex decisions and collaborates with trusted professionals to ensure every aspect of his clients' financial lives works in harmony. Aaron treats every client like family, taking time to understand not just their numbers, but their values, aspirations and what legacy they want to create.

  • Starting Out

    You just finished your residency and you are starting your career as a doctor. Maybe you’re preparing to sign your first employment contract. Or, perhaps you have already signed a multiyear contract that will come with a significant increase in income. We want to help set you up for success with financial strategies and solutions to ensure your money continues to grow as you mature in your career.

  • Roth 401(k) vs. Traditional 401(k): Understanding the Key Differences

    Explore the differences between Roth 401(k) vs. 401(k) retirement plans to determine which option best suits your financial goals.

  • I've Seen Families Destroyed By This Common Estate Planning Mistake. Here's How to Protect yours

    Learn more as Director Wealth Strategy, Joe Maier shares with MarketWatch common mistakes he sees in estate planning and how to avoid them.  

  • Legacy Planning: Creating a Positive Impact for Loved Ones

    Learn the key differences between legacy planning and estate planning with Joe Maier, Director of Wealth Strategy at Johnson Financial Group.

  • Michael Rowley Associate Financial Advisor Johnson Financial Group Financial Advisors

    As an Associate Financial Advisor, Michael is committed to helping his clients achieve their life and retirement goals. With a proactive and personalized approach, he provides comprehensive investment and financial planning advice that anticipates and addresses his clients’ unique needs. Michael is dedicated to building long-term relationships with his clients based on trust, respect and open communication. He strives to empower his clients with the knowledge and tools necessary to make informed financial decisions.
Back to Top