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Showing 291 to 300 of 531 results for Planning

  • Stress-Free Vacation: 4 Financial Tips for Traveling Abroad

    Planning an international trip? These financial traveling tips will ease stress and remove worry from your vacation plans.

  • Lifetime Gifting Strategy Part II: The Heart of Gifting

    In the second of a two-part series, Joe Maier, JD dives into the “heart” side of giving. Remembering to ask yourself questions that focus on the “why,” “who,” and “when” of giving can help you to make the most impact with your gift.

  • Part I of II: Cognitive decline in a loved one: how to spot it, what to do

    Kelly Mould discusses both as a financial advisor and in her prior role as an attorney, she has seen families struggle with cognitive decline of an aging parent. Financial and estate planning can’t take away the heartache, but they can help families avoid some wrenching situations.

  • Successful Succession Part V of VI: How To Maximize The Impact Of Business Transition

    This is the fifth part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.

  • Insights & Expertise

    Smart advice and inspirational ideas from experts to help you plan the big decisions for your company or organization.

  • 6 Financial Resolutions for the New Year

    A new year is a time for a fresh start. Maybe you plan to make more trips to the gym, eat healthier, develop in your career, or learn a new hobby. Or maybe 2023 is the year you plan to buckle down on your personal finances. Whatever your financial goals for the new year, the first step is simply getting started. Gail Enke, SVP, Private Banking Regional Manager, shares a few common financial resolutions and how to create and sustain healthy habits throughout the year.

  • Jackie Ruppel SVP Private Client Banking Leader Certified Wealth Strategist®

    As Senior Vice President, Private Client Banking Leader, Jackie manages Johnson Financial Group's Private Client Banking team. Alongside her team, Jackie is dedicated to helping clients navigate their complex financial needs and provides customized solutions to help them achieve their financial goals. Jackie emphasizes a collaborative approach, leveraging the expertise and resources of bank and wealth advisors. As a Certified Wealth Strategist®, Jackie draws upon her extensive financial knowledge in banking and lending to guide her teams and deliver valuable solutions for clients.

  • 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.  

  • 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.

  • The Show "Succession" Teaches Us About Succession

    While Succession is a highly dramatized depiction of the leadership transition process (in the numerous succession plans I have helped create, I have never personally witnessed a game of boar on the floor), it does provide some critically important lessons that business owners should internalize in crafting their own ownership and leadership transitions.

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