Search Results
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Johnson Financial Group Veteran Takes Helm of Bank
Johnson Financial Group has named Rob Nielsen, a 35-year banking veteran and former head of its Commercial Specialty Group, as president of Johnson Bank, succeeding Dan Defnet following his retirement after 14 years.
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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.
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Today's Rates
View Johnson Financial Group's daily rates for checking accounts, savings accounts, money market accounts and investment and retirement accounts.
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Part II of II: Figuring out how to help your declining loved one
This is the second article in a two-part series to share perspectives from my work with families—both now, as an estate planning advisor, and previously as an attorney.
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Navigating the Complexities of Investment Taxes
Learn more as Johnson Financial Group Financial Advisors and guest speaker Ryan Dooyema from Russell Investments as we discuss strategies to help you manage the tax burden on your investments and prepare your portfolio for potential tax changes.
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Multigenerational Travel Planning: Building Your Family's Travel Legacy
On this episode of Your Money. Your Mission., master multigenerational travel with advice on budgeting and creating family traditions.
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Fur-ever Secure: Understanding Pet Trusts in Wisconsin
Learn more about the significance of pet trusts, explaining the roles involved, guidance for pet care, cost estimation and integration into your estate plan.
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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.
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House Hunting? Do Your Homework.
Thinking of buying a home? It pays to be prepared as you enter a housing market marked by volatility and low inventory. Whether you are a first-time homebuyer, looking to step up to a larger home, or downsizing as you near retirement, there are questions you should ask yourself before beginning your house hunt.
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Successful Succession Part V of VI: How To Maximize The Impact Of Business Transition
This is the fifth part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.