Insights

Buying or Building a Home

Building a House? Three Questions to Ask Lenders About Construction Loans.

by Andy Dongarra

Your Financial Life

Roth IRA Conversions: What to know and how to use them

Financial Planning Insights

Successful Succession Part IV of VI: How To Maximize The Impact Of Business Transition

by Joe Maier

Financial Planning Insights

Charitable Giving Designed to Enhance Non-Charitable Goals: Part V of VI and Understanding Testamentary Charitable Lead Trusts

by Joe Maier

Financial Planning Insights

Charitable Giving Series: Part VI of VI on Using Charitable Remainder Trusts to Defer Taxes and Maximize Wealth

by Joe Maier

Your Financial Life

Make the Most of Your Employee Benefits

Financial Planning Insights

Part II of II: Why financial disclosure is central – and often challenging – in “gray divorce”

by Kelly Mould

Financial Planning Insights

Why Financial Plans Accommodate Unlikely Outcomes

by Joe Maier

Financial Planning Insights

Part I of II: The financial advisor’s role in “gray divorce”

by Kelly Mould

Financial Planning Insights

Part IV of IV: Financial Planning for Women

by Kelly Mould and Melissa Olson | Johnson Financial Group