Kelly Mould - Wealth Team Lead JD, CTFA, CWS, CDFA

Stay tuned for our latest video series, Decision 2024. Join Chief Investment Officer, Dominic Ceci, as he guides you through the economic implications of the upcoming elections. This series will provide exclusive, unbiased research and analysis, helping you concentrate on the essential insights. Watch for our first video with CEO, Jim Popp, in the coming weeks.

Feeling overwhelmed, trying to balance the needs of your kids and aging parents? You're not alone. More than 50% of Americans in their forties are in the same boat. Discover valuable insights from Kyle A. George, VP Wealth Advisor, on understanding your parents' financial situation and prioritizing your own financial wellbeing here:

Financial Planning for the “Sandwich” Generation Over half of Americans in their forties are packed in between their dependent children and an aging parent requiring care. In this article, we discuss the financial considerations and planning strategies for individuals in their forties who find themselves sandwiched between caring for dependent chi...

Caring for aging loved ones can present unique challenges. Gain valuable insights from Kelly Mould and Pam Stubler of Johnson Financial Group as they share their expertise on recognizing symptoms, initiating conversations, accessing resources and ensuring legal protection. Discover the best steps to take today:

Video: When a Loved One Experiences Cognitive Decline It's challenging, yet important to plan and prepare for a loved one experiencing cognitive decline. Pam Stubler and Kelly Mould offer valuable insights and resources that can help you understand where to begin.

How can financial planning provide you with peace of mind? JFG’s Kelly Mould and Melissa Olson discuss how women can be confident in their financial future. Download the whitepaper here.

Financial Planning for Women When all is said and done, an effective financial plan not only helps you create the life you want, it also reduces stress because it prepares you for the worst while you hope for the best.

Have you caught our latest episode yet? In this episode of "Your Money. Your Mission," we cover all aspects of finances related to marriage – from prenuptial agreements to navigating divorce, exploring what makes couples successful and where things can go wrong.

This is one you won’t want to miss!
Tune in today: https://brev.is/Qh3pY

Identity theft and fraud can impact anyone, resulting in significant time and financial losses. Enhance your ability to identify scams and safeguard against fraudulent activities by familiarizing yourself with these tips:

Security & Fraud Tips Anyone can fall victim to identity theft and fraud, which can cost you both time and money. Learn how to identify fraud and protect yourself against identity theft by creating strong passwords, recognizing the signs of fraudulent emails, and taking proactive steps for a safe mobile and online exper...

Have you caught our latest Your Money. Your Mission. episode yet? Host Kelly Mould is joined by Jim Popp, CEO of Johnson Financial Group, and Dominic Ceci, newly appointed CIO.

Listen in as they discuss how to navigate the markets in 2024 and upcoming podcast topics in March! Listen in today: https://brev.is/RRflP

Hoping your holidays are filled with joy and good cheer!

Planning to shop online for Cyber Monday this year? Stay on guard against fraud with these tips and tricks to protect yourself from phishing scams. https://brev.is/DWb3K

Security & Fraud Tips Anyone can fall victim to identity theft and fraud, which can cost you both time and money. Learn how to identify fraud and protect yourself against identity theft by creating strong passwords, recognizing the signs of fraudulent emails, and taking proactive steps for a safe mobile and online exper...

'Tis the season to be grateful! Happy Thanksgiving!

While direct giving or donor advised funds oftentimes achieve a family mission focused on philanthropy, there are situations where the charitable goals can only be achieved by building a “family philanthropy business.” In part four of a six-part series on charitable giving, Director of Wealth Strategy, Joe Maier, and Director of Financial Planning, Bob Schneider, explore what a private foundation is and how it can be used as a vehicle to address a unique charitable mission.

Charitable Giving Series: Part IV of VI on Using Private Foundations to Build a Family Culture of Philanthropy This is part four of our six-part series on charitable giving. In this article, we focus on why people use private foundations to execute their charitable mission.

The best practical description of a donor advised fund is a repository for future giving. In other words, the money in the account is not meant for the underlying charity but is rather to be later used for other charities. In the third article in a six-part series focused on charitable giving, we explore when a charitable mission is best met by contributing to such a fund. Read more here: https://brev.is/m32lE

This article continues our six-part series on charitable giving. In the first installment, we explained the importance of establishing the "why" before focusing on the how. Now, we’ll take our first step into the "how", with a discussion on the simplest method: direct giving.

Direct Giving: Part II of VI on Choosing the Right Charitable Giving Approach This article continues a our six-part series on charitable giving. In the first installment , we explained the importance of establishing the why before focusing on the how. Now, we’ll take our first step into the how, with a discussion on the simplest method: direct giving.

What is your ‘why” behind charitable giving?

With your financial plan as a starting point, learn how you can craft your charitable mission to make maximum impact.

Start with “Why”: Part I of VI on Choosing the Right Approach to Charitable Giving Given the significant interest in philanthropy, it’s no surprise that the internet has plenty of questionable material on the subject—advising and educating (and often advocating) about direct giving vs. donor-advised funds vs. private foundations. These articles focus on the how, including cost...

Did you know phishing is the most commonly reported cyber scam? Here are five clues to identify an email scam. Learn more about how you can spot scam texts, emails and phone calls on our Security Tips page: https://brev.is/WWDyR

Fall is here!

What are you most looking forward to this season?

In the sixth part of our charitable giving series, we learn more about the Joneses, a successful couple with a significant net worth. In this article, we will see how the Joneses can use a charitable remainder trust to defer income taxes, thereby increasing their personal wealth.

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

How do you give more to get more? In part five of our six-part series focused on charitable giving, we explore the role of charitable lead trusts (CLT) as a way to maximize legacy wealth. https://brev.is/gsmsC

Happy Fourth of July! Wishing you a safe and enjoyable holiday celebrating with family and friends.

Today is a chance to celebrate all of the dads and father figures in our lives. Who are you celebrating today?

Happy Father's Day!

JFG portfolio manager Kyle Tripp’s daughter recently graduated from high school. She received a graduation present and asked her dad if now’s a good time to invest the money in the stock market. This short reflection may be helpful to other new grads.

Graduation: What should I do with my money? Johnson Financial Group's portfolio manager, Kyle Tripp’s daughter recently graduated from high school. She received a graduation present and asked her dad if now’s a good time to invest the money in the stock market. This short reflection may be helpful to other new grads.

Are you located in an area that is effected by the wildfire smoke? Health experts are urging Americans in areas with air quality warnings to stay indoors and run an air filtration system that will reduce exposure.
https://brev.is/SGued

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What does wildfire smoke do to your lungs? Here's what to know about health effects Health experts are urging Americans in areas with air quality warnings to stay indoors and run an air filtration system that will reduce exposure.

We remember and honor the men and women who made the ultimate sacrifice in service to our country.