Heidi M. Johnson Bixby, CFP®

How We Work

1,000 Pieces

If you had a 1,000 piece picture puzzle with the pieces dumped on a table in a disorganized pile, what is the most important part of that puzzle? Most might say the corner or edge pieces. As a planner, I would say . . .

Life Moments

Tax in Divorce

Under the new Tax Cuts and Job Act (TCJA) rules which are in effect until 2025, the “above-the-line” deduction for alimony and separate...

How We Work

Setting Successful Goals

Tis' the season for New Year resolutions. Like others, you may be thinking about goals you want to achieve in the new year. Goal setting is a powerful activity; shaping our dreams and giving us the ability to focus on the exact actions needed to meet the desired goal.

After years of acting as a trusted advisor to client’s life goals, we have a few tips on how to set-up your goals for success.