Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
January Project: Reviewing Your Recurring Expenses
As we settle into a new year and have ample time inside our homes, it’s a great time to review recurring expenses that automatically hit our bank...
Are Your Resolutions Looking a Little Different this Year?
We spend a lot of time talking to clients about their upcoming goals for the short, medium, and long term. Many involve some financial aspect:...
Common IRS Surprises
No one likes surprises from the IRS, but they do occasionally happen. Here are some examples of unpleasant tax situations you could find yourself...
Tips for Managing Your Credit Score
Accessing credit on reasonable terms is a key factor in managing our financial lives. Mortgage lenders, credit card issuers, cell phone carriers,...
Six Reasons People Don’t Buy Life Insurance
Have you been contemplating buying life insurance? With the onset of Covid, many find themselves giving it serious consideration. Perhaps you’re...
FAFSA: The Key Piece of the College Aid Puzzle
The Free Application for Federal Student Aid, better known as the FAFSA, is your one-stop-shop for applying for federal, state, and even...
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Nothing on this website constitutes personalized investment advice, an offer, or solicitation to buy or sell any specific security or adopt any specific investment strategy. Any reference to specific securities or performance is for illustrative purposes only and should not be considered a recommendation.
Johnson Bixby manages client accounts using a variety of investment techniques and strategies, which may not be reflected in the commentary. Investing in securities involves risk, including the potential loss of principal. Past performance is no guarantee of future results, and no representation is made that any strategy will be successful.
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