Skip to content
intelligent investors groupintelligent investors group
  • Home
  • Who We Serve
    • Who We Serve
    • Nearing Retirement
    • Retirees
    • Widows & Widowers
  • Working With Us
    • Working With Us
    • Our Planning Process
    • Why Work with a CFP?
    • Our Services
  • Your Team
    • Your Team
    • Michael L Johnson
    • Debi Johnson
    • Ben Johnson
    • About Raymond James
  • Education Center
    • Education Center
    • WorthWhile
  • Contact Us
    • Contact Us
    • Refer Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Elm Grove, WI-6LD
    500 Elm Grove Rd Ste 108 Elm Grove, WI 53122-2546 T: 262.782.5900 F: 262.782.5950
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Education
  • Media
    • Article
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
Read
Read
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Read
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. ...
Family & Lifestyle
Read
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
Read
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow y...
Markets & Investing
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such as buy...
Retirement & Longevity
Building an emergency fund
A financial setback can be devastating. But building an emergency...
Retirement & Longevity
twitterfacebooklinkedinenvelope
intelligent investors groupintelligent investors group
  • 500 Elm Grove Rd Ste 108 Elm Grove, WI 53122-2546
  • T: 262.782.5900
  • F: 262.782.5950
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use