Search Results

• Caring for the Elderly: Proactive Planning for Families

  Proactive caring for the elderly is essential to ensure the well-being and comfort of aging loved ones. Discover the key items families should consider for elder care.

• 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.

• Planning For the Birds (Snowbirds That Is)

  The desire to escape Wisconsin’s frigid winters isn’t the only thing snowbirds should consider—moving your residency may help limit your tax burden but could also complicate inheritance for your children and grandchildren.

• Part III of III: The Goldilocks Planning Solution to the Reduction in the Transfer Tax Exemption

  This is the third and final part of a three-part series on the use of a spousal lifetime access trust (or SLAT) to eliminate the risk of changes in the estate and gift tax system.

• Market timing vs. retirement planning... Do you know the difference?

  Can a market timing newsletter help you arrive safely at your retirement destination?

• Three Essential Estate Planning Steps to Protect Your Nest Egg

  Learn more as Nicole Farbo, VP Wealth Fiduciary Advisor, CFP®, shares valuable insights on protecting your assets and ensuring your loved ones are taken care of in the future through estate planning.

• Johnson Financial Group Recognized on Financial Planning's 2021 RIA Leaders List

  Johnson Financial Group has been named to Financial Planning’s RIA Leaders 2021 list. The wealth management division of Johnson Financial Group is ranked 36th on the Top 150 Fee-Only RIAs in AUM list.

• How Our Brains Sabotage Our Financial Planning – And What to Do about It

  This is part of an ongoing series of articles about estate planning and succession planning authored by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy.

• Change Is Okay: How Planning Makes You Focused and Flexible

  As a business owner, you manage all sorts of complexity in your work. Goals, expectations, and the people who help you meet them may change. But even though things constantly change, you can still adapt, thanks to smart and focused business planning. After all, if your company couldn’t adapt to change, it likely wouldn’t be as successful as it is today.

• LinkedIn Live Event: Retirement Planning Strategies for Commercial Airline Pilots

  As a retiree there are several key planning tools and sources of income that can impact your financial future. Johnson Financial Group hosted a recent webinar to discuss planning strategies that can help keep you in the post-retirement redzone.