Search Results
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Cash Strategies: Safeguard Your Wealth & Maximize Returns
In this episode of Your Money. Your Mission., Kelly speaks with financial experts Eric Bernal and Luke Kasten, both from Johnson Financial Group. They provide valuable insights into cash strategies.
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Navigating Market Volatility – Insights on Decision-Making, Drivers, and Opportunities
Market volatility can raise questions and concerns. CIO, Dominic Ceci, and Portfolio Manager, Eric Bernal, sit down to discuss the latest market fluctuations, what’s driving them and how to think about the current volatility.
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Charitable Giving Designed to Enhance Non-Charitable Goals: Part V of VI and Understanding Testamentary Charitable Lead Trusts
This is the fifth part of a six-part series on charitable giving. The previous articles all focused on the Howards, a couple that had a charitable mission inspired by their son James’ childhood cancer. The Howards were prototypical charitable donors; their philanthropy was driven by a cause, and they used the tax code to enhance their impact.
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The Art of Retirement Income: Making the Most of Your Savings
When I work with pilots to create a retirement income stream, I liken it to mountain climbing. If you ask most people what the goal of mountain climbing is, they often say “to get to the top.” The real goal is to not only make the climb up, but to get back down the mountain safely.
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Financial Planning for Couples: How to Achieve Your Shared Goals
Money matters in relationships, and it's crucial for couples to consider these financial planning tips to ensure alignment on their financial goals.
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The Key to Financial Health - Start Saving
Whether you’re just starting to save or have fallen out of the habit, it’s never too early or too late to take the first step toward achieving your financial goals. No matter where you are on your savings journey, Lynn Carlson, VP, Consumer Banking Regional Manager, outlines several key savings vehicles and considerations to help you achieve your short, mid and long-term financial goals.
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Provider Management: Going Beyond the Regulations in Retirement Plan Strategy
Learn why plan sponsors and participants deserve excellence in retirement plan management—from user-friendly portals to robust cybersecurity. Discover best practices for evaluating your provider, including the Department of Labor's recommendation to conduct RFI/RFP reviews every three to five years, and how fiduciary advisors can help ensure ongoing assessment and compliance.
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What Is a Retirement Plan? A Beginner’s Guide to Saving for Your Future
Discover the essentials of a retirement plan with our comprehensive guide. Learn what it is, how it works and how it can help you save for retirement.
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Scammers Prey on Emotions – Tips for Protecting Your Financial Information
Understand common scam tactics related to COVID-19 and how you can stay on guard.