Search Results
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Johnson Financial Group Recognized on Financial Planning's 2021 RIA Leaders List
Johnson Financial Group has been named to Financial Planning’s RIA Leaders 2021 list. The wealth management division of Johnson Financial Group is ranked 36th on the Top 150 Fee-Only RIAs in AUM list.
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How Our Brains Sabotage Our Financial Planning – And What to Do about It
This is part of an ongoing series of articles about estate planning and succession planning authored by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy.
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Change Is Okay: How Planning Makes You Focused and Flexible
As a business owner, you manage all sorts of complexity in your work. Goals, expectations, and the people who help you meet them may change. But even though things constantly change, you can still adapt, thanks to smart and focused business planning. After all, if your company couldn’t adapt to change, it likely wouldn’t be as successful as it is today.
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Part III of III: The Goldilocks Planning Solution to the Reduction in the Transfer Tax Exemption
This is the third and final 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.
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Financial Planning for Couples: How to Achieve Your Shared Goals
Money matters in relationships, and it's crucial for couples to consider these financial planning tips to ensure alignment on their financial goals.
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Market timing vs. retirement planning... Do you know the difference?
Can a market timing newsletter help you arrive safely at your retirement destination?
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What Building a House is Teaching Me About Financial Planning
Portfolio manager Brian Schaefer is building a house … which was never part of his plan. This week’s Wealth Insights is his story and how the homebuilding process relates to the financial planning process.
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What Each Olympian Teaches Us About Planning and Behavioral Economics
As the world turns its eyes to Milan for the 2026 Winter Olympics, Joe Maier, JD shares some of the investment and financial planning lessons that we can learn from past Olympians in this week’s Wealth Insights article.
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The Gift of a Family Meeting: Planning, Legacy & Love
Estate planning thrives on open communication and trust. Watch our video featuring Joe Maier and Kelly Mould to learn how family meetings can help everyone understand the plan and the values it represents, reducing conflicts and strengthening bonds.
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Three Essential Estate Planning Steps to Protect Your Nest Egg
Learn more as Nicole Farbo, VP Wealth Fiduciary Advisor, CFP®, shares valuable insights on protecting your assets and ensuring your loved ones are taken care of in the future through estate planning.