Search Results
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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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December Recap Video – What Really Matters
As we close out December, our Investment Commentaries this month, highlight the importance of long-term strategic decisions and the minimal impact of election outcomes on the stock market. Stay tuned for more insights in January and happy holidays from Johnson Financial Group!
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To Rent Vs. Buy: Are you ready to own a home?
Buying a home is a big decision, and probably one of the largest purchases you’ll ever make. But purchasing a home is more than just a transaction; it’s an opportunity to gain independence and build equity. Perhaps you’ve been a long-time renter looking to take the next step into homeownership. Or maybe you’re a potential first-time homebuyer ready to jump into the market. A life-changing commitment like this one leaves many potential homebuyers asking the question: “Should I rent, or should I buy?”
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Now That I Have Put Meaning to Money, What Am I Going to Do About It?
“If you hired a biographer to write about you, and all they had were your credit card statement and your calendar, what story would they tell?” From Joe Maier, JD, here’s a proven approach to putting money to meaning—at a time of year when many of us reflect on what’s come before and what lies ahead.
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2023 Fourth Quarter Economic & Market Outlook
During our fourth quarter 2023 market outlook, our key speakers delved into the topics of interest rates, inflation, their influence on various asset classes, and provided valuable insights on portfolio adjustments for investors in light of these developments.
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Roth 401(k) vs. Traditional 401(k): Understanding the Key Differences
Explore the differences between Roth 401(k) vs. 401(k) retirement plans to determine which option best suits your financial goals.
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Location, Location, Location
Wealth Portfolio Manager Kelsey Ellsworth, CFA shares that in addition to asset allocation mix, it is just as important for our investment team to consider which types of assets are best suited for each account type to boost returns and maximize tax savings.
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Home Equity Loans & Lines of Credit
As life changes and your needs shift, use the equity in your home to finance your next goal. Maybe you’re considering a home improvement, a new vehicle or want to consolidate debt. Whatever your project or plans, a home equity loan or line of credit can help you achieve them.
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Expanding Your Business
You need a strategic financial partner in your corner as you look to execute on your long-term growth plan.
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Johnson Financial Group Announces Plans to Acquire The Appleton Group
Johnson Financial Group announced they have signed an agreement to acquire The Appleton Group, a registered investment advisor with $210 million in assets under management based in Appleton, Wisconsin at the end of the month.