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Showing 211 to 220 of 960 results for Planning for Retirement

  • Five Events That Can Ruin a Succession Plan

    This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy

  • Joe Maier, JD, CPA SVP Director Wealth Strategy

    As Senior Vice President, Director of Wealth Strategy, Joe is knowledgeable in helping clients with their business succession, financial and estate planning and fiduciary needs. He has a breadth of experience serving family businesses and a deep understanding of wealth transfer strategies. Along with strong leadership and collaboration in corporate and private law practice environments, Joe is well-versed in working with family offices, business owners, and corporate executives to help them meet their wealth and legacy planning goals.

  • Jason Herried, CFA® SVP Director of Equity Strategy, Portfolio Manager

    As Senior Vice President, Director of Equity Strategy, Portfolio Manager, Jason develops and builds customized portfolio strategies for individual, institutional and non-profit clients. This includes investment policy review and development, portfolio construction, manager and security selection and performance reporting. Jason also serves as a member of the firm's Investment Committee and leads the Equity Strategy Group.

  • Sarah Davis AVP Branch Manager

    As Assistant Vice President Branch Manager, Sarah is responsible for the Janesville Holiday branch. Together with her team, she provides clients with comprehensive financial solutions to meet their banking, insurance, and retirement needs. Sarah enjoys educating clients on everything Johnson Financial Group has to offer and developing plans to help them achieve their goals. Through open communication and transparency, Sarah ensures her clients know they can count on her for any questions or concerns they may have.

  • Roth Conversions: What to Think Through Before You Decide

    When does a Roth conversion make sense? And who should consider making one? SVP Wealth Advisor Scott Wisnewski dives into the specifics of Roth conversions, breaking down the process and explaining the considerations you should make before converting.

  • How Tariffs May Impact the Aerospace Industry and Airline Pilots

    Discover the key financial rules everyone should follow. From 50/30/20 to the pay yourself first rule, learn how to save more, spend wisely and achieve financial freedom. 

  • 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.

  • Navigating Market Volatility – Insights on Decision-Making, Drivers, and Opportunities

    Market volatility can raise questions and concerns. CIO, Dominic Ceci, and Portfolio Manager, Eric Bernal, sit down to discuss the latest market fluctuations, what’s driving them and how to think about the current volatility. 

  • Summary of Key Provisions of the One Big Beautiful Bill

    On July 4, 2025, President Trump signed into law the One Big Beautiful Bill – but what does that mean for you and your financial plan? In this week’s Wealth Insights, Michael Miller breaks down some key provisions that will have an impact on wealth planning.

  • Video: When a Loved One Experiences Cognitive Decline

    It's challenging, yet important to plan and prepare for a loved one experiencing cognitive decline. Pam Stubler and Kelly Mould offer valuable insights and resources that can help you understand where to begin.

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