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• 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.

• Roth Conversions: What to Think Through Before You Decide

  When does a Roth conversion make sense? And who should consider making one? SVP Wealth Advisor Scott Wisnewski dives into the specifics of Roth conversions, breaking down the process and explaining the considerations you should make before converting.

• 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.  

• Afraid to Invest a Lump Sum? Why Time Horizon Matters More Than Timing

  Have a lump sum that you’re ready to invest? Portfolio Manager Brian Schaefer dives into the opportunities for investors in this scenario in this week’s Wealth Insights. 

• 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 Fall Financial Checklist Every Wisconsin Family Needs in 2026

  Finish the year strong with our fall checklist for Wisconsin families. Get local tips on budgeting, saving and year-end planning.

• 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.

• 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.

• 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.

• 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.