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  • Mobile Wallet

    Mobile payments allow you to make purchases with your mobile device using your Johnson Financial Group card. You can easily make secure in-store and in‐app purchases at participating merchants.

  • 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.

  • 2021 Annual Report

    Fortunately, despite the challenges that came our way, with clients like you and the resilience of our associates, we experienced another very strong year. We can’t thank you enough for the trust and confidence you place in JFG and our associates to help you make some of the most complex and important decisions for you, your family and your business.

  • Automating Your Payment Processing – What’s Holding Your Business Back?

    While investment in new business processes and technology can appear daunting, a modest commitment upfront can lead to significant long-term efficiencies and cost savings for your business. We understand that businesses need to streamline and be more efficient with their resources, especially given the many impacts of the pandemic, including recruiting challenges and staffing constraints. One of the ways companies are becoming more efficient is by exploring alternatives to the manual payment processes that exist today.

  • Key Factors in Choosing the Right Investment Advisor

    Finding an investment advisor who is right for you is a critical financial decision, and it can be complicated.

  • Why We Invest in Alternatives

    JFG Wealth Strategy Director Joe Maier, JD shares why estate planning is about more than inheritance — it's about creating lasting impact for your family.

  • The Road Ahead for Stocks vs. Alternatives

    Goldman Sachs recently forecasted annualized returns of just 3% in its 10-year stock market forecast, leaving many investors wondering what that might mean for their portfolio. In this week’s investment commentary, Jonathan Henshue, CFA, CAIA discusses what might lie ahead for stocks and alternatives.

  • Second round of PPP starts slowly as Milwaukee-area businesses still await loans

    Milwaukee-area business owners who missed out on the first round of funding from the Paycheck Protection Program hope to see their applications approved as the second round opened with a rocky start.

  • Johnson Financial Group CEO discusses branch strategy with one set to open and another in the works

    Johnson Financial Group's CEO Jim Popp discusses branch strategy with a new branch set to open soon and another branch coming soon. 

  • Reinsurance Rates Jump on Jan. 1, With Property Prices Up an Average 50%

    Learn more about why reinsurance rates jumped on Jan 1, with property prices up an average 50%.

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