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  • How the Sausage is Made

    Following recent changes in the market, Johnson Financial Group elected to increase our small company stock exposure in client accounts. For clients looking to learn more about “how the sausage gets made” and what lead to this change in strategy, Kyle Tripp explains more in this week’s investment commentary. 

  • The No-Spend Month Challenge: The Ultimate Reset for Your Finances

    Discover the rules to follow for a successful No-Spend Month Challenge. Learn how to save money and simplify your life in 30 days.

  • Why Are Stocks So Resilient? Earnings!

    While volatility, uncertainty and inflation have remained a concern since April, Drake Dorfner unpacks just why stock markets are so resilient right now. Learn more in this Wealth Insights article.

  • Employer Efforts to Increase 401(k) Participation

    A 401(k) plan is a powerful retirement savings vehicle for employees and also an important employee benefit that serves as a recruitment and retention tool for employers.

  • End of Year Financial Considerations

    The end of the year is the perfect opportunity to dot your I’s and cross your T’s when it comes to your financial hygiene. Whether it’s remembering to take your required minimum distribution or finalizing your charitable giving for the year, here are a few things to consider. 

  • Women and Money: Wake-Up Calls for Financial Independence

    Explore financial advice for women and managing money, from building an emergency fund to understanding credit scores. Discover how to make informed financial decisions and build a secure future.

  • Best Practices for Hauling Construction Equipment

    Hauling heavy equipment between job sites is a common task in the construction industry. Yet, when equipment is not properly secured, serious accidents can occur during transportation, potentially resulting in destroyed equipment, damaged vehicles, traffic fines and injuries (or even fatalities) among employees or other motorists on the road. Considering these consequences, it’s critical to prioritize effective load securement practices.

  • From Residency to Retirement

    You face unique personal and professional demands every day. Whether you’re fresh out of residency or close to retirement, we want to help you navigate your financial future. Select your career stage below to learn more about personalized financial and wealth planning options.

  • Jack Paulson Financial Advisor AVP, Johnson Financial Group Financial Advisors

    As Assistant Vice President Financial Advisor, Jack Paulson is dedicated to assisting clients with their financial planning needs. With a focus on both short- and long-term goals, Jack works closely with his clients, empowering them to make informed decisions about their wealth. He believes that trust and compassion are the foundation of every client relationship, and he prioritizes building these close-knit connections from the start of the financial planning process. Jack aims to ensure each client feels valued and understood.

  • Understanding Changing Rules for Inherited IRAs

    The regulatory and tax landscape around inherited retirement accounts has changed significantly in just a few years. In this week’s Wealth Insights article, Brian Schaefer shares how the new rules could affect your estate plan and tax planning.

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