Search Results

• 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.

• Saving Strategies in Your Final Approach to Retirement

  Being aggressive with your savings as you approach retirement is one of the most effective ways to catch up or compensate for times when you weren't able to save as much as you would have liked to.

• Your Financial Fresh Start: A Strategic Guide to 2026 Success

  Stop running your finances on autopilot. 2026 is your fresh start — time to reset, refocus and build a strategy that actually works.

• Mastering Growth in Business

  Join Matt Haas, SVP Business Banking Manager as he discusses strategies for mastering growth in business. He explores essential steps for positioning a company for expansion, including the importance of a solid business plan, assembling internal and external expert teams and leveraging the right financial solutions.

• Johnson Financial Group to sell its insurance business to Boston firm

  Racine-based Johnson Financial Group plans to sell Johnson Insurance Services to Boston-based Risk Strategies, a specialty insurance brokerage and risk management consulting firm.

• 8 Everyday Savings Tools That Put Your Money to Work

  The easiest way to build wealth over time? Following these everyday savings strategies that help you achieve your short- and long-term financial goals. 

• Jason Herried Joins Chuck Jaffe on Money Life

  Jason Herried, director of equity strategies at Johnson Financial Group, talks about investing in mutual funds and ETFs and balancing long-term portfolio plans with shorter-term market opportunities.

• Family Wealth Creation & Preservation: Multigenerational IRA

  Did you know that you might already have a multigenerational tax shelter that can multiply your family wealth? It's your IRA!

• 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.

• What makes a great financial advisor?

  This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy