Search Results
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Why is no one talking about financial courage?
Johnson Financial Group's Joe Maier discusses the importance of financial courage and it's affects on financial planning.
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Don’t Let Your Emotions Open You Up to Financial Fraud
When it comes to online security, investors need to keep emotions in check. Scammers prey upon emotions to gain access to personal information and resources. In this week’s Wealth Insights, our wealth team highlights a few scams to watch out for.
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Caring for the Elderly: Proactive Planning for Families
Proactive caring for the elderly is essential to ensure the well-being and comfort of aging loved ones. Discover the key items families should consider for elder care.
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Planning For the Birds (Snowbirds That Is)
The desire to escape Wisconsin’s frigid winters isn’t the only thing snowbirds should consider—moving your residency may help limit your tax burden but could also complicate inheritance for your children and grandchildren.
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Successful Succession Part III of VI: How To Maximize The Impact Of Business Transition
This is the third 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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What Each Olympian Teaches Us About Planning and Behavioral Economics
As the world turns its eyes to Milan for the 2026 Winter Olympics, Joe Maier, JD shares some of the investment and financial planning lessons that we can learn from past Olympians in this week’s Wealth Insights article.
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To spend or to save? Strategies for using your tax refund or economic impact payment
The recent pandemic emphasizes the importance of working with a financial professional who can help you assess your unique situation and build a plan so you can be confident in your financial future.
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Stress-Free Vacation: 4 Financial Tips for Traveling Abroad
Planning an international trip? These financial traveling tips will ease stress and remove worry from your vacation plans.
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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.
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Fiduciary Services: A Trusted Partner for Life’s Transitions
"Fiduciary services offer more than just financial management; they provide personal and emotional support during life’s most challenging moments," shares Anisa Dunn, SVP Senior Fiduciary Services Manager, in this week’s Wealth Insights article. Anisa highlights 5 different features of fiduciary services that not everyone knows.