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Showing 191 to 200 of 531 results for Planning

  • Kim Jankowski VP Private Banking

    As Vice President, Private Banking, Kim designs comprehensive financial solutions for individuals and families. With a keen eye for detail and a commitment to excellence, she ensures each client receives personalized advice tailored to their unique needs. Kim’s expertise in personal banking, wealth management and complex financial situations, enables her to help clients achieve their financial goals with precision and care. Through strategic planning and proactive relationship building, Kim strives to exceed expectations and cultivate lasting financial legacies.

  • American Airlines

    Your American Airlines Pilot 401(k) is the cornerstone of your retirement planning. The sooner you begin to create your financial and retirement plan and focus on managing your money, the more opportunity you will have to retire successfully.

  • Chad Welwood VP Private Banking

    As Vice President, Private Banking, Chad serves as the main point of contact for his clients’ private banking needs. He gets to know each client personally to find out what is most important to them and their family. By listening to their short and long-term financial goals, Chad provides tailored solutions to help individuals and families plan for life’s various stages.

  • Anisa Dunn SVP Senior Fiduciary Services Manager JD, CWS®

    As Senior Vice President, Senior Fiduciary Services Manager, Anisa leads a team of professionals who collaborate with clients to deliver high-quality fiduciary and financial services. Anisa leads our Estate Administration and Fiduciary Services team. She is an attorney with over fifteen years of legal and professional-level management experience. Since joining Johnson Financial Group, Anisa has served as a Wealth Fiduciary Advisor and Private Banking Regional Manager, gaining knowledge in both the investment and bank businesses. Formerly Racine’s Family Court Commissioner, Anisa served as the presiding court official over hundreds of cases dealing with complex financial situations and family dynamics.

  • Employer Efforts to Increase 401(k) Participation

    A 401(k) plan is a powerful retirement savings vehicle for employees and also an important employee benefit that serves as a recruitment and retention tool for employers.

  • Understanding Changing Rules for Inherited IRAs

    The regulatory and tax landscape around inherited retirement accounts has changed significantly in just a few years. In this week’s Wealth Insights article, Brian Schaefer shares how the new rules could affect your estate plan and tax planning.

  • Banking

    In planning for the future, your goals are as unique as you are. We get it. That’s why we offer a range of personal banking services few financial institutions can match, along with people who are focused on doing what’s right for you.

  • You Better Think… About Your Financial Legacy

    Aretha Franklin, John Denver and James Gandolfini all made one mistake—they did not have adequate estate planning documents in place at the time of their deaths. In this week’s Wealth Insights article, Elizbeth Pfeuffer shares how you can make sure that your estate plan protects your heirs and your legacy.

  • 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.

  • Finding Your Purpose In Retirement

    Discover how to find purpose in retirement with our insightful guide. Learn how to navigate this exciting new chapter and understand what to expect.

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