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  • Spring Cleaning: Three Financial Planning To-Do Items

    In this week’s Wealth Insights, Director of Wealth Strategy Joe Maier, JD shares three financial to-dos that you should consider adding to your “Spring Cleaning” list, including (1) making sure your assets are in the right place, (2) ensuring that the right property goes to the right people and (3) considering the alignment of your values with your plan.

  • Summer Safety Tips

    Whether you are planning a well-deserved vacation, grilling with friends or relaxing in your backyard, keep in mind these safety tips to keep your family safe and healthy this summer.

  • Overdraft Services

    Save time and eliminate overdraft fees when you link your savings or money market account or line of credit to automatically transfer money to your checking account.

  • 7 Tax Planning Strategies and Tips to Reduce Headaches Next Year

    Discover the key financial rules everyone should follow. From 50/30/20 to the pay yourself first rule, learn how to save more, spend wisely and achieve financial freedom. 

  • Living Up to Lofty Expectations

    Living up to lofty expectations isn’t easy—be it in sports with recent Packers’ losses or in investing with AI’s promise of progress bolstering the markets. In this week’s Wealth Insights, Brian Schaefer shares what’s going right, what could go wrong and how to prepare.

  • Summary of Key Provisions of the One Big Beautiful Bill

    On July 4, 2025, President Trump signed into law the One Big Beautiful Bill – but what does that mean for you and your financial plan? In this week’s Wealth Insights, Michael Miller breaks down some key provisions that will have an impact on wealth planning.

  • 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.

  • Understanding Changing Rules for Inherited IRAs

    The regulatory and tax landscape around inherited retirement accounts has changed significantly in just a few years. In this week’s Wealth Insights article, Brian Schaefer shares how the new rules could affect your estate plan and tax planning.

  • Maximizing Your Retirement at 59.5: Key Strategies and Opportunities

    Whether retirement is something you’re actively looking forward to or something that’s far ahead, you’re entering the home stretch. You’re now able to take advantage of some age-based opportunities in your retirement planning. Learn about your options here.

  • 4 Essential Business Loan Options Every Business Owner Should Know

    When a business owner is seeking financing, there are four key financing options to consider. From lines of credit to term loans, here’s an overview of each business loan, highlighting their benefits and considerations to help you make informed decisions about your financing needs.

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