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Showing 591 to 600 of 960 results for Planning for Retirement

  • Jason Herried Joins Chuck Jaffe on Money Life

    Jason Herried, director of equity strategies at Johnson Financial Group, talks about investing in mutual funds and ETFs and balancing long-term portfolio plans with shorter-term market opportunities.

  • Take Advantage of Times Like These

    The vortex of uncertainty that includes inflation, interest rates, supply chain, global discord and retail profits have led to a gradual, broad reduction in stock prices. And that naturally has people concerned; they see their balance sheets down in value and, assume that its impact is also lessened. That assumption, while understandable, is typically incomplete and, more likely,  inaccurate.

  • How to Avoid Identity Theft: Tips to Safeguard Your Information

    Learn how to safeguard your personal data with our top tips on how to avoid identity theft.

  • Johnson Financial Group to sell its insurance business to Boston firm

    Racine-based Johnson Financial Group plans to sell Johnson Insurance Services to Boston-based Risk Strategies, a specialty insurance brokerage and risk management consulting firm.

  • Everything Grandparents Need to Know About 529 Accounts

    SVP Portfolio Manager, Nicole Geniesse shares her insights in Babylist on what grandparents should know about contributing to a 529 plan and helping future generations achieve their educational goals.

  • Stocks Post-Election

    Kelsey Ellsworth shares her insights on the markets' excitement over potential big changes in Washington, suggesting it may be overdone. However, there are a few policy changes we are keeping an eye on. Learn more here.

  • Pat Lawton SVP Director Commercial Real Estate

    As Senior Vice President, SVP Director Commercial Real Estate, Pat is responsible for managing and growing the commercial real estate portfolio and group in Madison and Milwaukee, Wisconsin in addition to Minnesota. He works with commercial real estate developers and investors to provide construction, acquisition and term financing. Growing up with six siblings, Pat has used his upbringing to understand how to relate to a variety of individuals. He is a strong collaborator who works well with others and enjoys sharing his knowledge and experience with both his team and clients.

  • Building a House? Three questions to ask lenders about construction loans.

    Johnson Financial Group's Andy Dongarra, VP Mortgage Field Manager, discusses the prospect of building your own home and minimizing challenges by asking questions of your lender up front.  You probably know to ask about interest rates and fees. But unless you’re already familiar with construction financing, you may not think to ask these three questions. 

  • Brittany Sparks AVP, Branch Manager

    As Assistant Vice President, Branch Manager, Brittany is passionate about creating a positive branch experience. She leads a team of knowledgeable financial professionals who work together to help clients achieve their goals. Brittany’s goal is to serve as a trusted advisor, listening to each client’s questions and tailoring financial solutions to meet their personal needs.

  • Charitable Giving Series: Part III of VI on Using Donor Advised Funds to Make a Philanthropic Impact

    This is the third article in a six-part series on charitable giving. In this article we explore when a charitable mission is best met by contributing to a donor advised fund.

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