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Showing 261 to 270 of 960 results for Planning for Retirement

  • Joshua Legan VP Private Banking Relationship Manager

    As VP Private Banking Relationship Manager, Joshua distills complex financial situations into clear, executable strategies. Joshua’s patient, trust-based approach helps him understand their unique story before determining the right solutions for his clients. He builds partnerships rooted in problem-solving and genuine understanding.

  • The 50/30/20 Rule Explained: A Simple Budgeting Strategy for Financial Success

    Discover how the 50/30/20 rule simplifies budgeting. Learn to allocate your income using the 50/30/20 budget method to achieve financial freedom. 

  • Instant Payments: Revolutionizing the Future of Transaction Processing

    Explore how instant payments enhance transaction speed, security and convenience for businesses.

  • Life Saving Drive

    Donate blood now through June 5 to receive a Green Bay Blizzard special game day experience and tickets to the Friday, June 12 home game along with exclusive offers from Johnson Financial Group.

  • Smart Money Moves: Financial Strategies for Early Career Success

    In this episode, Melissa Olson shares essential financial strategies for young professionals, highlighting the importance of early retirement savings, distinguishing needs from wants and effective debt management to achieve long-term financial stability and success.

  • Mark Rose VP Private Banking Certified Wealth Strategist®

    As Vice President, Private Banking, Mark develops long-term, meaningful relationships with those he serves. Taking a holistic view of your personal finances, Mark makes sure that your money is working as hard for you as you work for it. Holding himself to a high standard of accountability, he acts with a sense of urgency and provides detailed solutions to help you achieve your financial goals. Mark goes above and beyond to truly understand your passions, aligning himself with you and your family members to be your “go to person” and trusted advisor. Many clients even view him as an extension of their own family. Through a disciplined and strategic approach, Mark coordinates services and builds a team of specialists to focus on the unique needs of you and your family. He helps his team create a financial plan based on where you are today and where you want to be in the future, identifying gaps and suggesting solutions to fill those gaps. This is not a “set and forget” strategy, but a fluid plan that is monitored and reviewed with you on a regular basis. 

  • Al McIlwraith VP Private Banking Certified Wealth Strategist®

    As Vice President, Private Banking, Al works directly with his clients to address all aspects of their financial life, from day-to-day banking and lending needs to longer term wealth management objectives. He has worked in the financial services industry since 1987 and brings diverse experience.

  • 8 Everyday Savings Tools That Put Your Money to Work

    The easiest way to build wealth over time? Following these everyday savings strategies that help you achieve your short- and long-term financial goals. 

  • 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.

  • 7 Financial Rules of Thumb to Follow

    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. 

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