Becoming Tax Savvy for Your Financial Future
You don’t need to become a tax expert—but understanding how taxes affect your income, investments, and financial choices can be a powerful form...
Jun 16, 2025
Johnson Bixby
Preparing for Launch: Getting Ready for Retirement
I surrounded myself with all (well, most) of the books, cards, certificates, awards, swag, and other gifts I’ve received over the 31+ years of working in this profession. I’m holding the original letter I received from KMS when I first got appointed as a registered rep in 1994. For those with eagle eyes, there’s also my original HP calculator, my infamous magic 8 ball (which never got market predictions correct), the corny “tack” shelter that a client made for me, and several versions of the JBA logo & color scheme.
The Future of Wealth is Female. Are You Ready?
The Great Wealth Transfer is already underway, with women poised to inherit and control an estimated $34 trillion – that’s within the next five...
Financial Lessons from the Johnson Bixby Team – what financial advice would you give to your younger self?
In the last month we’ve had opportunities to engage with different groups who are at the beginning of their financial journeys – whether that be...
1099 Decoder: A Guide for Tax Season
It’s the time of year when our electronic and physical mailboxes are flooded with tax forms. If you receive any type of income from investments,...
Managing the Aftermath: Essential Steps After a Data Breach
Digital transactions and online interactions are part of everyday life and with them comes the reality of data breaches. When you get an email...
