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  • Starting Over After 50: The Realities of Gray Divorce

    Divorce is never easy, and it becomes even more complex when it involves long-term marriages. In this episode of Your Money. Your Mission., host Kelly Mould is joined by Anisa Dunn, Senior Fiduciary Services Manager at Johnson Financial Group, to provide insights about the challenges of “gray divorce”. 

  • 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.  

  • Client question: “Are you scared about the market being up so much?”

    In this week’s investment commentary, Kyle Tripp discusses that while earnings growth for the Magnificent Seven are projected to fall, earnings growth for the rest of the S&P 500 Index is expected to rise. The upshot is we're not too concerned about earnings as we look at current high valuations.

  • Making A List and Checking It Twice

    Santa isn’t the only one who makes a list and checks it twice… SVP Wealth PM Kyle Tripp shares some thoughts on the topics that you should put on your financial planning to-do list before the start of 2026 in this week’s Wealth Insights. 

  • Busting Three Popular Succession Planning Myths

    For many business owners, the goal of the exit and succession planning process is owner happiness and leaving behind a legacy for their children — not just maximizing business value. In this week’s Wealth Insights, Joe Maier, JD addresses head-on three pervasive myths about succession planning.  

  • Participant Support: Going Beyond the Regulations in Retirement Plan Strategy

    Discover how supporting employees through their financial journeys, especially with retirement planning, can alleviate widespread financial stress, boost workplace productivity, and position your company as a top employer.

  • How to Avoid Financial Fraud in 2023

    Are you concerned about receiving unknown calls and texts related to paying bills, despite paying your bills on time? In this episode, Kelly speaks with Anisa Dunn, Senior Vice President of Private Banking for Johnson Financial Group, about how to protect yourself from financial scams and fraud.

  • 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. 

  • Early retirees: Questions You May Have Hesitated to Ask This Year

     Understand what mortgage refinancing is and if it makes sense for you and your unique financial situation.  

  • Establishing Goals and Savings Strategies

    Join us for a reality-based conversation to better understand saving strategies and goal planning.

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