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  • Shannon Garrity SVP Public Sector Banking

    As Senior Vice President, Public Sector Banking, Shannon collaborates with public entities to provide guidance, partnerships and financial tools that'll create efficiencies in support of their mission. Shannon enjoys getting to know people on a deeper level, which allows her to establish trusted relationships with clients. She has vast experience serving a diverse range of clients including government entities, school districts and utilities.

  • Find Your “Why” About Charitable Giving

    Wealth Strategist, Joe Maier, JD, points out that while taxes and costs are significant in charitable giving, they shouldn't overshadow the primary focus. Prioritizing these aspects before defining your mission can lead to suboptimal outcomes. Starting with your 'why'—the values and reasons behind your giving—ensures that your efforts are both impactful and personally fulfilling.

  • Are you saving enough for retirement?

    Here's good news for pilots who are retired or near retirement: we're living longer and are staying healthier than previous generations.

  • After Tax Rollover Rules: Helpful and Taxpayer Friendly

    While not widely used or known, some employer sponsored retirement plans, including pilot 401(k) plans, allow you to put after‐tax money into the account.

  • Selling Your Home? 10 Financial Considerations Every Seller Should Know

    Selling your home? Discover the essential considerations and tips to ensure a smooth transition.

  • Investment Basics: Rebalancing

    When we work with our pilot clients, we follow a disciplined process to make the most of their retirement plan over their lifetime. We follow a number of steps to develop a customized financial plan, and then build a portfolio that we believe will accomplish that plan.

  • Financial Advisors Have Feelings Too

    In this week's commentary, Portfolio Manager Brian Schaefer steps back from current market dynamics to share how the Investment Committee goes about its work.

  • Why is no one talking about financial courage?

    Johnson Financial Group's Joe Maier discusses the importance of financial courage and it's affects on financial planning. 

  • Demystifying Private Banking: What You Need to Know

    In this episode of Your Money. Your Mission., Kelly speaks with Jackie Ruppel, Senior Vice President of Private Banking at Johnson Financial Group, to discuss benefits of private banking and how it can provide personalized financial solutions to clients. Jackie explains that while larger institutions are shifting resources to bigger areas, Johnson Financial Group maintains a personalized approach and emphasizes community-level service.

  • Start with “Why”: Part I of VI on Choosing the Right Approach to Charitable Giving

    Given the significant interest in philanthropy, it’s no surprise that the internet has plenty of questionable material on the subject—advising and educating (and often advocating) about direct giving vs. donor-advised funds vs. private foundations. These articles focus on the how, including costs, control, tax benefits, ongoing burden and legacy.

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