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  • Direct Giving: Part II of VI on Choosing the Right Charitable Giving Approach

    This article continues a our six-part series on charitable giving. In the first installment , we explained the importance of establishing the why before focusing on the how. Now, we’ll take our first step into the how, with a discussion on the simplest method: direct giving.

  • Russ Plewa SVP Commercial Banking

    Russ specializes in advising middle market businesses how to grow, finance expansion projects, complete dividend recaps and acquisitions. Russ is a creative person who truly considers how to solve problems from different angles. He helps clients grow their company through connections, unique ideas, and by providing proactive long-term advice with a sense of urgency. Russ has worked with over 500+ companies through high growth, transitions and large expansion projects, giving him insight on how to help companies navigate through a broad range of situations. He has a unique background in accounting, engineering, and finance giving him insights on how to offer a variety of solutions, especially for manufacturing companies.

  • Johnson Financial Group donates $500,000 to United Way organizations across Wisconsin

    Johnson Financial Group announced today their plan to donate $500,000 to United Way partner organizations across Wisconsin. This gift of $500,000 will be in addition to the dollar-for-dollar company match Johnson Financial Group honors for all associate pledges. Matching funds are allocated to local chapters of United Way within Wisconsin.

  • Charitable Giving Designed to Enhance Non-Charitable Goals: Part V of VI and Understanding Testamentary Charitable Lead Trusts

    This is the fifth part of a six-part series on charitable giving. The previous articles all focused on the Howards, a couple that had a charitable mission inspired by their son James’ childhood cancer. The Howards were prototypical charitable donors; their philanthropy was driven by a cause, and they used the tax code to enhance their impact.

  • What Are Your Financial Priorities?

    No matter your situation, your financial success requires careful planning and professional guidance. Together, we’ll create a plan as unique as you. Download the checklist to start understanding and prioritizing what is most important to you. 

  • Advance Healthcare Directives

    I recently learned that April is Parkinson's Awareness Month. As many of us know, Parkinson's disease (PD) is a progressive disorder of the nervous system that affects one's movement. According to the Parkinson's Disease Foundation, an estimated seven to 10 million people worldwide live with PD with one million of those in the United States.

  • Connor Schreck VP Commercial Banking Relationship Manager

    As Vice President Commercial Banking Relationship Manager, Connor specializes in serving commercial businesses in Northeastern Wisconsin. With a personalized approach, Connor focuses on building and maintaining strong relationships while providing tailored financial advice. He takes the time to understand each client’s unique business goals and processes, allowing him to deliver customized banking solutions that meet their specific needs.

  • Loud Budgeting: The Trending Strategy That’ll Transform Your Finances

    Loud budgeting is trending all over the internet — but what is it? Learn more about this emerging financial strategy, and why you should implement it this year and beyond.

  • 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.

  • Find Your “Why” About Charitable Giving

    Wealth Strategist, Joe Maier, JD, points out that while taxes and costs are significant in charitable giving, they shouldn't overshadow the primary focus. Prioritizing these aspects before defining your mission can lead to suboptimal outcomes. Starting with your 'why'—the values and reasons behind your giving—ensures that your efforts are both impactful and personally fulfilling.

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