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Showing 381 to 390 of 555 results for Planning

  • Professional Services Banking

    Banking solutions built for professional services. Streamline cash flow, invoicing, payroll and lending with strategies tailored to your practice.  

  • A Celebration of Independence

    This Independence Day, Director of Wealth Strategy Joe Maier, JD discusses why reframing retirement as aiming for “financial independence” can help investors get in the right mindset to meet their financial goals.

  • 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. 

  • Borrowing Solutions

    Financing to help strengthen your financial plan with preferred pricing and tailored options designed for you.

  • 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.

  • 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.

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