02 May
2012
topic: Uncategorized
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Economic Update

Instead of our standard monthly economic update, we thought it would be worthwhile for you to hear directly from Johnson Bank Wealth Management’s Director of Trust Investments, Mike Petersen. Simply turn up the volume on your computer and sit back to listen to a brief overview of economic and market news.

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02 May
2012
topic: Uncategorized
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Inheriting an IRA–What You Need to Know

The rules governing inherited IRAs can be complicated. Here are the major issues to consider.
Transferring inherited IRA assets
If you inherit a traditional or Roth IRA from someone who isn’t your spouse, your options are fairly limited. You can’t roll the proceeds over to your own IRA, treat the IRA as your own, or make any [...]

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02 May
2012
topic: Insurance
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Insuring Valuables

Protection for the Finer Things in Life
Your valuables are important to you – and insuring them is equally important to prevent serious loss in the event of damage or theft. Learn more about how you can protect the finer things in life with additional coverage options, highlighted below.
Coverage Options
Standard homeowners, condominium or renters insurance policies [...]

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26 March
2012
topic: Uncategorized
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Economic Update

Since the market decline during the third quarter of last year, participants have grasped any inkling of good news and used it to trade the equity markets higher.  Some of that good news has included:  better unemployment news; continued peak corporate earnings; and a temporary ‘resolution’ of the Greek debt crisis.  To be sure, clouds [...]

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22 March
2012
topic: Fraud Protection
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Coping with Identity Theft

In general
Whether they’re snatching your purse, diving into your dumpster, stealing your mail, or hacking into your computer, they’re out to get you. Who are they? Identity thieves.
Identity thieves can empty your bank account, max out your credit cards, open new accounts in your name, and purchase furniture, cars, and even homes on the basis [...]

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May2012
  • Investing with greater confidence. Protecting your assets. Reaching your long-term goals and planning for the future of your estate. Our generations blog provides all this and more through relevant articles and timely advice focused on helping you grow and maintain your wealth.

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