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Showing 311 to 320 of 960 results for Planning for Retirement

  • The Wisconsin Family Summer Bucket List: Financial Edition

    Your family summer bucket list is here with actionable savings tips and financial advice.

  • Social Security: The When, Why and How

    As an airline pilot, there are many things to consider as you near retirement, including Social Security. In a recent presentation, Johnson Financial Group’s Graham Kessel provides an overview of when you may want to turn on your Social Security benefits, including if it makes sense to defer. Graham also provides several examples of spousal benefits strategies and how they may impact your family.

  • Wealth Strategy

    Develop a strategy that tells your story – a story designed to care for the people you love. A story that uses your income and assets to create a legacy. A story that, when it comes to life, has the potential to maximize your happiness.

  • 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.

  • How to Prepare for Divorce Part 2: Child Support and Dividing Assets

    Dividing assets in divorce? We explain the 401(k) vs. cash myth, Wisconsin child support and the family home on Your Money. Your Mission.

     

  • Kathy Ciszewski SVP Private Client Services Relationship Manager CFP®, CEP®

    As Senior Vice President, Private Client Services Relationship Manager, Kathy strongly believes in the holistic view of personal finance and ensuring that each part works in unison to meet the goals and objectives critical for individual clients. Kathy concentrates her time on delivering exceptional service and executing and coordinating the delivery of comprehensive financial planning.

  • Achieving Financial Independence: A Comprehensive Guide

    Unlock the path to financial independence with our comprehensive guide. Explore effective strategies to build wealth, manage your finances and achieve financial security.

  • 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.

  • Meghan Marciniak VP Private Banking

    As Vice President, Private Banking, Meghan assists affluent clients with creative solutions for their personal banking and wealth management needs. She partners with teams across Johnson Financial Group to provide her clients with a comprehensive strategy to manage their entire financial picture. With a diverse background in business and finance, she uses her unique skillset to build trusted relationships through a lighthearted approach. Knowing that every financial story is unique, Meghan takes time to understand and navigate each client’s individual needs with the highest level of care.

  • Ed Blaney SVP Private Banking Area Manager

    As Senior Vice President, Private Banking Area Manager, Ed leads a team of private bankers who serve clients throughout Wisconsin. He collaborates with his team to provide an exceptional client experience and identify opportunities to help every individual with their financial needs. Ed is passionate about putting clients at the center of everything he does. His goal is to listen and learn as much as he can about each client and their family, providing recommendations that are truly helpful in achieving their financial goals.
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