Search Results

Showing 81 to 90 of 960 results for Planning for Retirement

  • Women and Retirement: What You Need to Know

    Understand the importance of retirement planning for women and what to expect as you prepare for the future.

  • Bob Schneider SVP Advanced Planning Senior Manager CFP®

    Bob is a CERTIFIED FINANCIAL PLANNER™ professional with more than 25 years of experience helping individuals and families gain financial clarity and confidence through personalized, goal-based planning. Throughout his career, he has focused on building trusted relationships and delivering advice that aligns with each client's unique goals, values and vision for the future. As Senior Manager of Advanced Planning, Bob leads JFG's Financial Planning team, supporting the development of planners and helping advance the firm's commitment to exceptional advice and client experience. He is passionate about simplifying complex financial decisions, fostering professional growth and empowering both clients and advisors to make informed decisions with confidence.

  • High Mortgage Rates Are Holding My Retirement Hostage: Can I Still Downsize and Retire?

    Discover more as SVP Wealth Advisor Greg King explores whether downsizing your home is the right move for you, and how high interest rates might impact your retirement.

  • Timothy Foht SVP Portfolio Manager

    Tim is a good listener and shares a genuine interest for his clients’ needs. As Senior Vice President, Portfolio Manager, Tim uses a consultative planning approach to design and implement investment strategies for personal, institutional and corporate accounts. Tim draws on his investment experience to create tailored solutions designed to meet each client’s unique needs.

  • Foundations of a Financial Plan

    Designed for individuals approaching retirement age, this session explores the six key components of a comprehensive financial plan and outlines the planning process most financial professionals follow

  • Daniel Rolls Associate Financial Advisor Johnson Financial Group Financial Advisors

    As an Associate Financial Advisor, Daniel partners with clients to craft a comprehensive financial plan tailored to their unique goals. His approach brings a sense of security, clarity and understanding to their financial well-being. Whether clients are looking to manage existing investments, embark on their first investment journey, develop a long- or short-term investment strategy, plan for education or prepare for retirement, Daniel is dedicated to helping them achieve their financial aspirations.

  • Noah Recker Wealth Portfolio Analyst

    As a Wealth Portfolio Analyst, Noah manages client portfolios through meticulous rebalancing to ensure alignment with their tailored Investment Policy Statements. With a focus on tax efficiency, he navigates capital gains to minimize their impact, maximizing returns for his clients. Noah's approach is characterized by patience, in-depth knowledge and a positive outlook.

  • 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.

  • The SECURE Act is official. Do you know how it may impact your company’s retirement plan and employees?

    On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law as part of the 2019 spending bill. The Act contains many provisions affecting both qualified retirement plans and Individual Retirement Accounts (IRAs). Some of these provisions are complex changes that will require additional guidance and interpretation.

  • Poor Planning, Big Problems: The Tale of Tom Poor

    Many business owners dedicate decades to making their businesses successful. Far fewer owners plan for how they and their businesses will maintain success once they leave them (by choice, death, or otherwise). Without a complete, robust plan, you may not get the outcomes you want or deserve once you inevitably exit your business.

Back to Top