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Showing 491 to 500 of 960 results for Planning for Retirement

  • Jason Weitzel VP Senior Mortgage Loan Officer

    As Vice President, Senior Mortgage Loan Officer, Jason works with construction loans and refinances. His knowledge and expertise leads to a smoother, easier transaction for his clients. Jason likes to present all the options for the client, empowering them to make the decision as to which product will work best for them. Jason understands that everyone has different goals and plans, and a 30-year fixed mortgage won't necessarily be best for everyone. His dedication to providing a higher level of service extends to his nearly constant availability for clients.

  • Professional Services Banking

    Banking solutions built for professional services. Streamline cash flow, invoicing, payroll and lending with strategies tailored to your practice.  

  • Start with “Why”: Part I of VI on Choosing the Right Approach to Charitable Giving

    Given the significant interest in philanthropy, it’s no surprise that the internet has plenty of questionable material on the subject—advising and educating (and often advocating) about direct giving vs. donor-advised funds vs. private foundations. These articles focus on the how, including costs, control, tax benefits, ongoing burden and legacy.

  • Successful Succession Part I of VI: How To Maximize The Impact Of Business Transition

    This is the first part of a six-part series focused on successful succession strategy. This series will focus on a business-owning couple: William, 63 and Susan, 60 and their three children: Nancy, 28; John, 25 and Amanda, 20. While this family is fictional, it represents clients and issues I have worked with extensively over the course of the last two decades.

  • Mindful Money: Building a Healthy Financial Mindset

    Discover how to cultivate a healthy money mindset with advice on financial values, social pressures and long-term planning.

  • World Elder Abuse Awareness

    World Elder Abuse Awareness Day (WEAAD) is recognized on June 15. The purpose of WEAAD is to provide an opportunity for communities around the world to promote a better understanding of abuse and neglect of older persons by raising awareness of the cultural, social, economic and demographic impacts. Learn what to watch for and how you can help here.

  • Nicole Geniesse, ChFC®, CLU®, CWS® SVP Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager,  Nicole specializes in designing, structuring and managing investment strategies. She uses her knowledge of investments, trust, insurance, financial planning and banking to help clients achieve their financial goals.

  • When a Parent Experiences Cognitive Decline

    It's challenging, yet important to plan and prepare for a parent experiencing cognitive decline. Johnson Financial Group's Kelly Mould provides insight on how the role of healthcare and finance power of attorney documents play in achieving peace of mind. 

  • Fox Cities

    Family values and community commitment coming to the Fox Cities.

  • Casting a Path to Prosperity: Successful Fishing and Financial Management Strategies

    Wealth management and lake fishing have more in common than you’d think. Explore the connections between the strategies employed by professional anglers and experienced financial advisors, and how these approaches can guide you towards a meaningful life.

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