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

09/09/2024

Planning a wedding but don't want to break the bank? Learn about the 10 budgeting tips that’ll help you save money for a wedding: https://ow.ly/VW1p30sF7KS &utm_campaign=personalfinance&utm_content=planningaweddingthese10budgetingtipswillhelpyousavemoney

While planning a wedding is a large financial endeavor, you don’t have to sacrifice your long-term financial goals to have the celebration of your dreams. Brooke Harycki, VP, Consumer Banking Regional Manager, shares a few saving strategies and planning tips for newly engaged couples.

07/20/2024

For young professionals joining the workforce, saving for retirement may not seem like a priority.

In this episode, Melissa Olson, Head of Wealth Education at Johnson Financial Group, provides guidance on managing paychecks, understanding employer retirement plans and effective saving strategies.

Tune in today to hear more of Melissa’s valuable insights! https://ow.ly/zPkR30sF7Kr

07/19/2024

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.

04/02/2024

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:

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...

03/15/2024

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:

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.

03/01/2024

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.

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.

02/28/2024

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

02/16/2024

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:

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...

02/13/2024

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

12/26/2023

Will AI replace jobs?

Host Kelly Mould asks CIO Brian Andrew his views of AI today and the foreseeable future. Brian discusses how AI may be a tool that could help us innovate and improve productivity. Thus, improving overall economic growth.

Tune in to hear Brian's full insights: https://brev.is/IJiew