Planning matters

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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Thanksgiving and we are stuffed!

You know that feeling, a stomach full of delicious food and pants that just don’t stretch. We had that feeling at Johnson Bixby even before Thanksgiving! We’re full! In just six years at our Main Street location, we’ve practically doubled in size, and we’re bursting at the seams. Thanks to you, our fabulous clients, we keep…

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Another Day, Another Data Breach

The credit reporting agency Equifax announced last week that the Social Security numbers, birthdates, address histories, and other information of up to 143 million people may have been leaked in a massive data breach. Because of the size of the data breach, it wouldn’t be unwise to assume your information has been compromised.

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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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A Vacation Abroad: Is Your Passport Ready?

Are you planning a vacation that will require a passport? If you need to apply for a passport or if your current passport is going to expire, it’s a good idea to plan on getting this taken care of well before your departure date.

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