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Showing 341 to 350 of 531 results for 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.

  • The 5 C’s of Credit

    This webinar is designed to help you develop a foundational understanding of credit and its impact on your overall financial situation. We'll explore the 5 C's of Credit, providing you with the knowledge to navigate the world of credit and make informed financial decisions.

  • 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.  

  • Four Approaches to Lessen Taxes on Your Investment Gains

    Taxes are on investors' minds this time of year. While they're a fact of life and we shouldn't let the tax tail wag the dog, Portfolio Manager Kyle Tripp shares in this week’s investment commentary four strategies to help minimize them.

  • The Great Wealth Transfer Is Coming: Are You Ready?

    Learn how to prepare for The Great Wealth Transfer, estimated to be as high as $80 trillion, on this episode of the Your Money. Your Mission. podcast.

  • 4 Strategies to Lessen Taxes on Your Investment Gains

    Taxes are on investors' minds this time of year. Discover 4 key strategies to lessen taxes on your investment gains. Set a tax budget, optimize asset location, choose tax-efficient investments, and use tax harvesting.

  • Advance Healthcare Directives

    I recently learned that April is Parkinson's Awareness Month. As many of us know, Parkinson's disease (PD) is a progressive disorder of the nervous system that affects one's movement. According to the Parkinson's Disease Foundation, an estimated seven to 10 million people worldwide live with PD with one million of those in the United States.

  • Steve Sosnowski SVP, Commercial Real Estate Regional Manager

    As Senior Vice President Commercial Banking Regional Manager, Steve oversees the origination and management of Commercial Real Estate loans for developers and investors in the Madison area. With an extensive background in Commercial Real Estate, he possesses in-depth knowledge in derivatives, LIHTC lending and various asset classes within the sector. Steve is committed to a client-centered approach, prioritizing tailored solutions and strategic support to meet the unique needs of each developer and investor he works with.

  • Charitable Giving Series: Part VI of VI on Using Charitable Remainder Trusts to Defer Taxes and Maximize Wealth

    This is the fifth part of a six-part series on charitable giving. The previous articles all focused on the Howards, a couple that had a charitable mission inspired by their son James’ childhood cancer. The Howards were prototypical charitable donors; their philanthropy was driven by a cause, and they used the tax code to enhance their impact.

  • Personal Wealth

    We believe that having a wealth strategy is essential to achieving your financial goals. With a comprehensive wealth strategy, you can maximize your long-term wealth potential, plan for retirement and achieve financial security.

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