Search Results
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We have a responsibility to be solution providers for our customers
Jim Popp, president & CEO of Johnson Financial Group discusses his favorite success story, what failure he has learned the most from, what he believes is the most important responsibility to our customers and more with an interview with the BizTimes.
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The Best Ways to Save for College: A Parent’s Guide
Explore the best ways to save for college with our guide. Understand college-saving tools and tips, along with a chart that breaks down savings by age.
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Strategy in a New Tax Era Navigating the One Big Beautiful Bill
Discover how recent legislation impacts your financial plan and investments. Chief Investment Officer Dominic Ceci, Director of Wealth Strategy Joe Maier, and SVP Wealth Fiduciary Advisor Kelly Mould discuss the implications and share guidance for navigating today's dynamic market.
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How Save for Retirement: Your Roadmap for Each Decade
Retirement planning looks different at every life stage. Our retirement guide provides age-based insights and tools to help you make informed decisions, no matter where you’re on your journey.
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Johnson's Ceci Sees Normalized Earnings Leading to a Sideways Market
Dominic Ceci, Chief Investment Officer, warns that the stock market's rapid gains are unlikely to continue indefinitely, suggesting a potential sideways or slightly down period in the coming year. Learn more here.
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What to Look for When Choosing a Financial Advisor
Before choosing a financial advisor, ensure they act as your biographer, mirror and coach. Learn how to choose the right partner for your goals.
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Fiduciary Services: A Trusted Partner for Life’s Transitions
"Fiduciary services offer more than just financial management; they provide personal and emotional support during life’s most challenging moments," shares Anisa Dunn, SVP Senior Fiduciary Services Manager, in this week’s Wealth Insights article. Anisa highlights 5 different features of fiduciary services that not everyone knows.
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Building a House? Three questions to ask lenders about construction loans.
Johnson Financial Group's Andy Dongarra, VP Mortgage Field Manager, discusses the prospect of building your own home and minimizing challenges by asking questions of your lender up front. You probably know to ask about interest rates and fees. But unless you’re already familiar with construction financing, you may not think to ask these three questions.
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The Gift of a Family Meeting: Planning, Legacy & Love
Estate planning thrives on open communication and trust. Watch our video featuring Joe Maier and Kelly Mould to learn how family meetings can help everyone understand the plan and the values it represents, reducing conflicts and strengthening bonds.
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Let It Burn: A Trust & Taxes Case Study for Business Owners
In this week’s Wealth Insights article, Joe Maier, JD, Director of Wealth Strategy, discusses how business owners can use irrevocable grantor trusts to potentially save their family millions.