Planning Matters.

Company Retirement Plans Need a Makeover

As company pensions become less common, today’s workers are becoming heavily responsible for attaining retirement security through their own savings. That’s no small task.

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Connecting With the Community

At Johnson Bixby, connecting with our community is as important as connecting with our clients. Recently, team members attended two events hosted by local organizations committed to serving our community. Their hard work, dedication, and contributions help make our community great.

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National Parks: Don’t Wait to Get Your Senior Pass!

Do you have someone in your life 62 or older? Of course, we all do! Don’t let them miss out on a lifetime deal that is soon to change. Olympic, Crater Lake, Yosemite, Glacier and the Grand Canyon; some of the most beautiful places in the world.

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What Can You Do When Your Long-Term Care Insurance Rates Go Up?

If you receive a letter from your Long-Term Care insurance company notifying you that rates are going up, don’t panic! You don’t necessarily have to pay the higher premiums.

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Winners & Losers: A Look into the Recent Past

Below is a look at 10-year annual returns of major asset classes in 2008, 2013, and 2016. What’s notable is how an asset class deemed “today’s favorite” becomes a “dawg” a handful of years later. For example, in 2013 emerging market stocks led the pack with a 10.5% annualized return only to severely underperform thereafter,…

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