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  • Charitable Giving Series: Part VI of VI on Using Charitable Remainder Trusts to Defer Taxes and Maximize Wealth

    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.

  • Pleasant Prairie company gets boost from Paycheck Protection Program

    For Ron Schaefer, the Paycheck Protection Program loan was a significant financial boost. “It’s hard to quantify how much we may have lost without it,” he said. “Johnson Bank was on the game right from the start. “It was really important to have a partner like them.”

  • Why You Want To Keep Your Politics Separate From Your Investing

    As a financial advisor, there’s a trend I see every year, but it’s especially prevalent during election cycles: people making investment decisions based on their political inclinations.

  • Notable Alumni: Scott Cooney

    A commercial banker with 23 years of experience in southeastern Wisconsin, Scott Cooney launched his career in 1998 with a BBA from the University of Wisconsin-Milwaukee. Today, as senior vice president and director, commercial banking, Cooney is responsible for leading the strategy and execution of Johnson Financial Group’s commercial banking business across all markets.

  • Switch Services

    We will go out of our way to make opening a new checking account and closing your old one as easy as possible.

  • Planning Your Estate

    An estate plan is simply a strategy to take care of the people you care about – including yourself.

  • $10bn Shop's Top Gatekeeper Gets ‘Interesting’ With Fixed Income

    After more than a decade doing actuarial work, Director of Investment Research, Kent Demien was looking for a change, and the refreshing unpredictability of finance caught his eye. Read more as he shares his insights on fixed income research. 

  • When Retirees Give Away Too Much Money

    Certain retirees give away too much of their savings, advisors lament. Others cling to their wealth more than necessary. Both can be a problem. What should advisors do to help their retiree clients achieve a happy medium?

  • 100% Owner: How This Woman Founder Built a Legacy Company on Her Own Terms with Kristie Hall

    Discover how True Grace founder, Kristie Hall built a woman-owned business from the ground up on this episode of Your Money. Your Mission.

  • Changing Jobs

    Changing jobs can be overwhelming. We want you to feel prepared. If you're making the transition to a new career, plan ahead for the short and long-term financial impact.

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