Planning matters

Our Thankful Financial Moments

In celebration of Thanksgiving week, we asked the Johnson Bixby team to share a few financial moments they’re thankful for experiencing in their lives. We thought you might like to hear a few…

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Get Ready to Save More in 2019!

It’s never too early to start planning for new year resolutions. And, if you’re thinking ‘saving more’ is good one to put on the list, there’s good news! Starting in 2019, you’ll be able to put more into your retirement accounts. The Treasury Department recently announced inflation-adjusted contribution limits for 2019, and there are a…

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Why a simple budget is a great place to start

Whenever I talk with friends or peers about what I do, I essentially get asked the same thing, “How do I save?” Which leads to the question, “do you have a budget?” Often when talking to friends about finances, I find most millennials don’t have a budget. This is likely because they don’t even know…

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Time to Launch Your Tax Strategy

Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started: Start with your income Begin by determining how your income this year will compare to last year. Then apply any tax implications this income change…

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A Silver Jubilee

It was mid-October 1993. We had just welcomed a new coworker, and now the company consisted of three. We found her to be organized, dependable and very bright, quickly absorbing her new world of financial planning. Through the years she became known as our in-house professor and a formidable competitor at Boggle during company retreats. She continues to be a respected colleague.

This fortunate hire was Kim Baker, and this month we are celebrating her 25th year at Johnson Bixby!

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