Search Results
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See the Milwaukee Business Journal's 2022 Real Estate Award winners
Johnson Financial Group’s Cathedral Place branch is among the winners of the Milwaukee Business Journal's 2022 Real Estate Awards.
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There’s More to Business Than Money: Values-Based Goals
Successful business owners often want more than just the maximum amount of money they can get. These owners have deeply ingrained values-based goals that guide why and how they do business. But many of those same owners don’t apply an appropriate amount of weight to values-based goals until it’s too late to achieve them.
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Successful Succession Part IV of VI: How To Maximize The Impact Of Business Transition
This is the fourth part of a six-part series focused on planning and implementing a successful succession strategy. The series focuses on a business-owning couple—William, 63 and Susan, 60—along with their three children: Nancy, 28; John, 25 and Amanda, 20.
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Justin Mager Financial Advisor AVP, Johnson Financial Group Financial Advisors
As an LPL Financial Advisor, Justin believes that financial planning is foundational to his client relationships. He enjoys collaborating with clients to customize strategies that help them work toward achieving their goals. As part of his planning process, he specializes in income strategies, asset protection planning and tax-efficient investing. -
Not-For-Profit and Institutional Services
When it comes to managing and protecting your organization's assets, balancing the needs of today with growth for tomorrow is crucial. Having the right strategic partners can make all the difference.
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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.
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Milwaukee-area banks prep for next round of Paycheck Protection Program
Milwaukee-area banks have started to prepare for the imminent return of the Paycheck Protection Program. President Donald Trump’s signature on a Covid-19 stimulus package means the Small Business Administration will have another $284.45 billion to disburse as forgivable loans. The program was the federal government’s main offer of financial support for businesses. Proceeds from the PPP were meant as an incentive for small businesses to keep employees on the payroll.
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Getting Ready to Exit: What Baby Boomers know and should know about getting their business ready for sale
Thousands of Baby Boomers are inching toward retiring every day and many of them have family or privately‐held businesses they have built and nurtured over the years.
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Unlocking Business Financing: The 5 C’s of Credit and How They Impact Your Loan Application
Understanding the 5 Cs of credit can go a long way in securing the business loan you need. Here’s everything you need to know about this credit analysis framework.
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Wisconsin lenders ready to shell out hundreds of millions in Paycheck Protection Program loans
Banks and other lenders through the U.S. Small Business Administration have been taking applications to the program since April 3. The Paycheck Protection Program was created through the Coronavirus Aid, Relief and Economic Security Act, a federal stimulus package that aims to address the financial impact of the COVID-19 pandemic.