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Showing 201 to 210 of 297 results for Succession

  • Tax Implications of Your Financial Planning Strategy

    When it comes to financial planning, there’s a lot to consider. Here are some tax implications you should keep in mind when creating and revising your financial plan. 

  • Understanding Estate Planning Tools and Their Purposes

    While many people have estate planning documents prepared, almost as many don’t fully understand how those estate planning documents work or why they have them. Joe Maier, JD provides an overview in this week’s Wealth Insights.

  • Demystifying Private Banking: What You Need to Know

    In this episode of Your Money. Your Mission., Kelly speaks with Jackie Ruppel, Senior Vice President of Private Banking at Johnson Financial Group, to discuss benefits of private banking and how it can provide personalized financial solutions to clients. Jackie explains that while larger institutions are shifting resources to bigger areas, Johnson Financial Group maintains a personalized approach and emphasizes community-level service.

  • Katie Smyk VP Commercial Real Estate

    As Vice President in Commercial Real Estate, Katie enjoys meeting with clients to learn about their needs, wants and goals. She builds strong relationships and provides clients with the best financial solutions to meet their unique goals. Katie also serves as a trusted partner to the commercial real estate team and helps with the underwriting of commercial real estate loans.

  • Rick Anderson AVP Commercial Real Estate

    As Assistant Vice President, Commercial Real Estate, Rick is responsible for the reviews and renewals of the Minnesota Commercial Real Estate Portfolio. Rick also underwrites and presents new real estate lending opportunities within the Minnesota region.

  • There’s More to Business Than Money: Values-Based Goals

    Successful business owners often want more than just the maximum amount of money they can get. These owners have deeply ingrained values-based goals that guide why and how they do business. But many of those same owners don’t apply an appropriate amount of weight to values-based goals until it’s too late to achieve them.

  • December Recap Video – What Really Matters

    As we close out December, our Investment Commentaries this month, highlight the importance of long-term strategic decisions and the minimal impact of election outcomes on the stock market. Stay tuned for more insights in January and happy holidays from Johnson Financial Group!

  • “Do I Need a Will?” Wrong Question.

    “Do you need a will?” Wrong questions! Joe Maier, JD addresses the question he is most commonly asked at cocktail parties as an estate planning attorney in this week’s Wealth Insights article.

  • 5 Ways to Support Small Businesses During the Holidays

    Want to make a difference in your community? Learn how to best support small businesses this holiday season.

  • Plan Design: Going Beyond the Regulations in Retirement Plan Strategy

    Plan design is the architectural blueprint of a retirement plan, determining its functionality and effectiveness. You may already know you want a Safe Harbor plan. That’s a great start … but it’s only a start. Learn more about plan design.

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