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Showing 371 to 380 of 531 results for Planning

  • Successful Succession Part I of VI: How To Maximize The Impact Of Business Transition

    This is the first part of a six-part series focused on successful succession strategy. This series will focus on a business-owning couple: William, 63 and Susan, 60 and their three children: Nancy, 28; John, 25 and Amanda, 20. While this family is fictional, it represents clients and issues I have worked with extensively over the course of the last two decades.

  • 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.

  • Ana Marino AVP Business Banking

    As Assistant Vice President, Business Banking, Ana provides lending solutions for businesses in the Hayward community. With more than 17 years of experience underwriting commercial loans, Ana understands the unique needs of companies in various industries throughout Northwest Wisconsin. As a financial professional truly invested in her clients’ success, Ana is dedicated to helping companies grow their business through flexible financing options.

  • Should You Renovate or Move?

    If you're considering whether to renovate or move, it's crucial to understand the key considerations. Assessing these factors carefully will help you determine which option best enhances your living situation and financial health.

  • Spring Cleaning? Don't Forget to Organize Your Financial Records

    Understanding how to organize, maintain and dispose of your records is critical to healthy finances and safeguarding your personal information.

  • 5 Ways to Support Small Businesses During the Holidays

    Want to make a difference in your community? Learn how to best support small businesses this holiday season.

  • To Rent Vs. Buy: Are you ready to own a home?

    Buying a home is a big decision, and probably one of the largest purchases you’ll ever make. But purchasing a home is more than just a transaction; it’s an opportunity to gain independence and build equity. Perhaps you’ve been a long-time renter looking to take the next step into homeownership. Or maybe you’re a potential first-time homebuyer ready to jump into the market. A life-changing commitment like this one leaves many potential homebuyers asking the question: “Should I rent, or should I buy?”

  • The Key to Financial Health - Start Saving

    Whether you’re just starting to save or have fallen out of the habit, it’s never too early or too late to take the first step toward achieving your financial goals. No matter where you are on your savings journey, Lynn Carlson, VP, Consumer Banking Regional Manager, outlines several key savings vehicles and considerations to help you achieve your short, mid and long-term financial goals.

  • Now That I Have Put Meaning to Money, What Am I Going to Do About It?

    “If you hired a biographer to write about you, and all they had were your credit card statement and your calendar, what story would they tell?” From Joe Maier, JD, here’s a proven approach to putting money to meaning—at a time of year when many of us reflect on what’s come before and what lies ahead.

  • Details Matter in Roth IRA Conversions

    "Roth IRA conversions can be a tax-savvy move, especially when executed during years of low income or down markets. But they’re not a one-size-fits-all solution,” shares Wealth Portfolio Manager Kyle Tripp in the week’s Wealth Insights article.

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