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Showing 271 to 280 of 960 results for Planning for Retirement

  • Your Money. Your Mission.

    Conversations to help you maximize your wealth by turning complex financial situations into actionable advice. 

  • Claire Wordell Wealth Portfolio Analyst

    As a Wealth Portfolio Analyst, Claire partners with advisors and clients to deliver guidance on portfolio allocations, strategic recommendations and market dynamics. She works to ensure that portfolios align with clients’ overall financial picture through asset-allocation guidance, strategic rebalancing and ongoing Investment Policy Statement evaluation. Claire is committed to demystifying the investment process through clear education and meaningful relationships, empowering clients to navigate their financial journey with confidence as they work toward their long-term goals.

  • Starting a Family

    Are you starting or expanding your family? Let us guide you through planning a sound financial future for you and your growing family.

  • Here We Go Again: What to Gather Before You File

    As Tax Day approaches, JFG Wealth Advisor Michael Miller shares what information and documents to gather before you file so that you can make the filing process smoother and more predictable.  

  • Cool Million Calculator

    What might it take to save one million dollars? This financial calculator helps you find out. Enter in your current savings plan and graphically view your financial results for each year until you retire. Press the 'View Report' button for a report that helps you see when you might hit your cool million - and what you might be able to do to possibly achieve this goal.

  • Claude, Chat, LinkedIn and TikTok: How Much Should I Put in My 401K?

    Social media is rife with financial advice – but new grads are asking is any of it good? After serving on a panel last week, Director of Wealth Strategy Joe Maier, JD took a look at the types of advice that AI chatbots produce and what is common on social media. In this week’s Wealth Insights article, he shares his finding: some advice is good, some is awful and most is somewhere in the middle.

  • End of Year Financial Considerations

    The end of the year is the perfect opportunity to dot your I’s and cross your T’s when it comes to your financial hygiene. Whether it’s remembering to take your required minimum distribution or finalizing your charitable giving for the year, here are a few things to consider. 

  • The Fall Financial Checklist Every Wisconsin Family Needs in 2026

    Finish the year strong with our fall checklist for Wisconsin families. Get local tips on budgeting, saving and year-end planning.

  • Afraid to Invest a Lump Sum? Why Time Horizon Matters More Than Timing

    Have a lump sum that you’re ready to invest? Portfolio Manager Brian Schaefer dives into the opportunities for investors in this scenario in this week’s Wealth Insights. 

  • Five Free Tools to Help Protect Your Wealth

    In our latest Wealth Insights, VP Wealth Advisor Allison Moeschberger shares five no-cost tools that can strengthen your financial security.

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