Planning matters

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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Community Home Health & Hospice Buccaneer’s Ball

It was our 4th year attending the Community, Home, Health, & Hospice’s (CHH&H) annual fundraiser held at the Cowlitz Regional Conference Center on Friday, May 4th. Johnson Bixby is one of the proud sponsors of this event. This year’s gala theme was a Buccaneer’s Ball.  It was a fun-filled night with pirates, maidens, and even a mermaid!

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Pearls of Wisdom: Is a Retirement Community Right For You?

Seniors move into continuing care retirement communities expecting to enjoy amenities such as libraries, fitness centers, and dining rooms while they’re healthy, and to receive excellent skilled-nursing care if they fall ill. When all the pieces fall into place, that’s exactly what happens. It’s important to ask the right questions to ensure that the facilities…

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Income Taxes and Retirement

Retirement brings many changes. However, many retirees are still required to file income tax returns and pay income taxes. More than one person has asked me when they can stop filing. It seems to be a fairly common myth that after a certain age, filing taxes is no longer required.

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Encore: What Will You Do in Retirement?

We challenge our clients to think through what retirement really means to them, and what passions or pursuits will further enhance their enjoyment in their encore phase of life.

Our approach and process helps our clients to identify goals or aspirations they may not have had the time to pursue while working. Getting clear about what excites you as you transition into retirement, actively pursuing those passions, and giving back by sharing your knowledge and experiences, can be unbelievably rewarding.

This week we’re highlighting Brian who uses his talent to benefit Habitat for Humanity.

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