Local experts share how to take control of your finances, maximize your earning potential
and make the most of your money.
A series created by Milwaukee Magazine for Associated Bank
Watch “Year-End Financial Planning”
Watch back our free webinar about year-end financial planning including: account management, credit needs and tax planning. Associated Bank’s SVP Personal Trust Manager Charity Olson will provide expert tips and answer viewer questions. Read more >>
All About Trust & Estate Administration
Whether you’re looking to protect your most valuable assets, ensure tax-advantaged wealth transfers and charitable gifting, or establish professional trustee services to step in when you’re not able, Associated Bank’s advisers have the expertise to craft a financial plan built around your needs. Read more >>
Watch “Maximizing Your HSA”
Associated Bank’s CFA and VP of Investment Portfolio Management Lora Olenchek and SVP and Director of HSA and Health Benefits Melissa Hukriede share expert tips and answer your questions. . Read more >>
Resources for Making the Most of a Health Savings Account
With your HSA, save for tomorrow’s medical expenses while enjoying tax advantages today. You can even invest your HSA savings into a mutual fund to earn competitive interest. Read more >>
Watch “Navigating Your Finances Through Life Transitions”
When circumstances change, even the most solid financial plan needs to be adjusted. Get insights on the current economic environment and how to strategize for marriage, divorce, estate planning and more. Read more >>
Financial Knowledge Is Power—Especially for Women
Many women hold their own as far as their personal finances go. However, things can get complicated if they’re not the primary breadwinner in the family, if they’re part of a blended family or if they simply aren’t in tune with their spouse’s financial holdings. Read more >>
Join us for an hour of comprehensive financial advice from Associated Bank’s Vice President, Private Banker, Julie Niznansky. Julie will walk us through the steps it takes to build a sound financial foundation, sharing expert tips and advice for individuals at all income levels. Walk away from this one hour webinar feeling more secure and confident about your financial future. Read more >>
Traditional Vs. Safe Harbor 401(k) Plans, Which One Is Right for You?
A question Associated Bank hears frequently is, “What’s the best 401(k) design for my business?” As cringeworthy as this may sound, the correct answer is that it depends. Read more >>