Planning Matters.

Meet Jen!

Welcome Jen!

Jennifer (Jen) Morris is a new face at Johnson Bixby, one which will soon be familiar to you. As Director of First Impressions, Jen is your first line of contact whether that comes over the phone or through the front door. She joins us from Wells Fargo in Camas, having more than 10 years’ experience in the financial industry. Some of our clients already recognized her familiar face and had fun making the connection with her new position and her previous one. Click here to learn more about Jen.

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Happy Birthday? Retirement Decisions at 55+

If you will be hitting a “milestone” birthday soon, you’ll have some decisions to make (in addition to what you should plan to wish for when you blow out the candles). Some of these choices can’t be changed later. Rather than waiting to evaluate your alternatives at the time you need to choose, it’s smart to start thinking about them now.

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Taking Care of Someone You Love When They Cannot Take Care of Themselves

The information regarding guardianships is for educational purposes only. It is not intended to be legal advice. Please consult with a legal professional for specific legal guidance.
There may be a time in your life where you find yourself needing to take steps to care for a child with special needs or an elderly parent who is no longer able to make decisions or act on their own behalf. One solution in this situation is to file for guardianship.

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Baker & Johnson Bixby Go to Washington (Olympia)

As a firm, we strive to stay up-to-date with legislative changes, both locally and nationally, that could affect the planning we do for our clients at Johnson Bixby. In addition, we look for opportunities to share our perspective and try to influence the decisions that are being made. Here’s what Kim & Heidi have been up to lately.

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Gridlock on Capitol Hill: What Markets are Conveying

Asset class performance in 2017 is significantly different than during the period from Election Day through year-end 2016. What are markets conveying?

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