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  • Digital Estate Planning: What You Need to Know

    Your online accounts don’t pass to family automatically. Learn how to inventory digital assets, name a digital executor and protect your digital legacy.

  • The 30-Day Couples Saving Challenge: Save $300 Together This Month

    Try this 30-day couples saving challenge to put $300 in your pocket without the stress.

  • about financial solutions for new physicians.

    You’ve gained a decade or more of experience as a physician and continue to mature in your profession. Now what? As you approach mid-career, it’s time to focus on a solid financial plan that will help you achieve your long-term goals – for the remainder of your career and into retirement.

  • Home Sweet Home: Navigating Today's Housing Market

    With more than 20 years of experience, Loren Fellows, Vice President of Mortgage Production at Johnson Financial Group, discusses key trends shaping today's housing market.

  • Demystifying Private Banking: What You Need to Know

    Learn how private banking delivers personalized financial solutions and local expertise with insights from Jackie Ruppel, SVP of Private Banking at Johnson Financial Group.

  • How the Sausage is Made

    Following recent changes in the market, Johnson Financial Group elected to increase our small company stock exposure in client accounts. For clients looking to learn more about “how the sausage gets made” and what lead to this change in strategy, Kyle Tripp explains more in this week’s investment commentary. 

  • Understanding Estate Planning Tools and Their Purposes

    While many people have estate planning documents prepared, almost as many don’t fully understand how those estate planning documents work or why they have them. Joe Maier, JD provides an overview in this week’s Wealth Insights.

  • Busting Three Popular Succession Planning Myths

    For many business owners, the goal of the exit and succession planning process is owner happiness and leaving behind a legacy for their children — not just maximizing business value. In this week’s Wealth Insights, Joe Maier, JD addresses head-on three pervasive myths about succession planning.  

  • Wealth and Wellness: The Intersection of Finances and Lifestyle

    Discover how financial health can impact your overall wellness with insights from Pam Stubler and Bri Stubler.

  • Tax Implications of Your Financial Planning Strategy

    When it comes to financial planning, there’s a lot to consider. Here are some tax implications you should keep in mind when creating and revising your financial plan. 

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