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Showing 51 to 60 of 531 results for Planning

  • Estate Planning for Digital Assets and Accounts: What You Need to Know

    While “set it and forget it” might be perfect for rotisserie chicken, it’s not ideal for estate planning—especially when it comes to your digital assets, shares Michael Miller in this week’s Wealth Insights column. Michael outlines how you can proactively plan to protect your digital legacy.

  • Spring Cleaning: Three Financial Planning To-Do Items

    In this week’s Wealth Insights, Director of Wealth Strategy Joe Maier, JD shares three financial to-dos that you should consider adding to your “Spring Cleaning” list, including (1) making sure your assets are in the right place, (2) ensuring that the right property goes to the right people and (3) considering the alignment of your values with your plan.

  • Kent Demien, CFA®, ChFC® SVP Director of Research and Financial Planning

    As SVP Director of Research and Financial Planning, Kent leads a dedicated team responsible for researching, selecting and monitoring investment strategies for clients. This team is also responsible for investment risk management and performance attribution analysis. Kent performs fixed income mutual fund manager due diligence for emerging markets, high-yield, bank loans, core plus bond, global bond and nontraditional/multi-sector bond funds.

  • 7 Tax Planning Strategies and Tips to Reduce Headaches Next Year

    Discover the key financial rules everyone should follow. From 50/30/20 to the pay yourself first rule, learn how to save more, spend wisely and achieve financial freedom. 

  • The Goldilocks Planning Solution to the Reduction in the Transfer Tax Exemption

    This is the first part of a three-part series on the use of a spousal lifetime access trust (or SLAT) to eliminate the risk of changes in the estate and gift tax system. This first article focuses on the separation of legacy assets from lifetime assets and why that is important.

  • Retirement Plan Services

    Become an employer of choice with a retirement plan tailored to fit your organization's overall benefits program, combining world‐class open architecture investment options with local personal service and effortless administration.

  • Johnson Financial Group Retirement Plan Service Limits

    Johnson Financial Group Retirement Plan Service Limits

  • Retirement Plan Services

    Become an employer of choice with a retirement plan tailored to fit your organization's overall benefits program, combining world‐class open architecture investment options with local personal service and effortless administration.

  • Electronic Distribution of Plan Notices and Documents

    Johnson Financial Group's Electronic Distribution of Plan Notices and Documentsgs Disclosure

  • Why Financial Plans Accommodate Unlikely Outcomes

    Stock market volatility is common and cannot easily be avoided. We know selloffs are going to happen. Unfortunately, we do not know when they will happen. The financial planning process needs to consider and plan for the worst case and other potential but unlikely events.

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