Planning matters

Defining Moments

Today’s 17th anniversary of September 11, 2001, has our office reminiscing on both the tragic events of that day but also defining moments of our lives—just as 9/11 was a defining moment in American history.

Keep reading for a walk down memory lane with the Johnson Bixby team—hearing about personal defining moments and our memories of that fateful September day…

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Are You Ready to Head Back to School?

Recently a friend mailed me a postcard with a quote, “The more I know, the less I know.” Isn’t that the truth? Just because we’re no longer in school, it doesn’t mean our learning should slow down. Lifelong learning can help us…

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Setting Your Small Business in Motion, Successfully

Some of our clients own their own business; more of you may decide to start one someday whether as a career, for extra income, or as a retirement activity. The Small Business Administration (SBA) estimates that there are more than 30 million small businesses (defined as those with fewer than 500 employees) accounting for over 99% of all companies in America. So, how can a small business get on the right track and be successful?

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Write Your Self Bio

Often times people can get caught up in the day-to-day routines of life and they get away from thinking about their futures. We see this as an opportunity to make a plan…

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Cash is back, maybe not to the levels seen in the 80’s, but certainly providing competition to most risk assets. Keep in mind, interest rates in many parts of the developed world remain grounded at zero, so even to have this discussion is a bit of a luxury for dollar-based investors and those domiciled in the USA.

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