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  • 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.

  • Retirees, It’s Time to Give Yourself a Raise. How to Keep the Cash Flowing for Decades.

    Discover why a 5% withdrawal rate is now considered "safe" for retirement savings with insights from Johnson Financial Group's Eric Trousil.

  • College Savings Strategy: A Dad/Portfolio Manager’s Perspective on Giving, Debt, and Financial Wisdom

    As parents prep for back to school, Eric Bernal writes about how he—as a portfolio manager and father—made sure that his kids were prepared financially for college and beyond. Through custodial accounts, 529s and more, Eric shares tips for how to save for college and other expenses.

  • Kyle J. Rossi, CFP®, EA, ChFC®, CDFA®, AIF®, BFA® Financial Advisor VP, Johnson Financial Group Financial Advisors

    As Vice President, Financial Advisor, Kyle uses his extensive knowledge of investments and financial planning to help clients work towards their short- and long-term financial goals. He builds strong relationships with clients while delivering comprehensive, tailored financial solutions to help them succeed.

  • Planning Your Invincible Summer

    Financial planning isn’t about restricting yourself—sometimes it’s about giving yourself permission to spend, shares Brian Schaefer in this week’s Wealth Insights article—which is why this winter, Brian gave himself permission to buy a boat. It’s our job as financial advisors to help our clients navigate these big decisions and keep their future happiness and financial well-being in mind.

  • 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. 

  • Private Market Valuations Under Fire—But Are They Really Inflated?

    This week our wealth insights takes a look at valuations for private assets. This is a topic in the news with respect to Harvard University’s finances—but it’s relevant for many investors—explains Jonathan Henshue, CFA, CAIA.

  • Spending with Purpose

    “Before your next purchase, pause and ask: what’s the most meaningful thing you’ve ever spent money on? Chances are, it wasn’t the most expensive item. It was the one that touched the heart the most,” writes CIO Dominic Ceci, CFA in this week’s Wealth Insights article.

  • Chuck Salzwedel SVP Private Client Services Relationship Manager Certified Wealth Strategist®

    As Senior Vice President, Private Client Services Relationship Manager, Chuck focuses on helping clients meet their goals and objectives through a holistic approach to personal finance. By being a good listener and sharing a genuine interest for his clients’ needs, Chuck believes the best financial recommendations and solutions come from devoting the time up front. With a solid understanding of the complex issues associated with wealth, Chuck translates this knowledge into solutions as clients go through different life stages.

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

    This is the first part of a six-part series focused on successful succession strategy. This series will focus on a business-owning couple: William, 63 and Susan, 60 and their three children: Nancy, 28; John, 25 and Amanda, 20. While this family is fictional, it represents clients and issues I have worked with extensively over the course of the last two decades.

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