Planning matters

Is a Retirement Community Right for You?

Seniors planning to move into continuing care retirement communities expect 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…

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Meet the Planner: Amanda Reynolds, CPA, CFP®

Our approach to Financial Planning includes building a relationship with our clients so we can help you navigate life’s opportunities and transitions. In our next Meet the Planner video we meet Amanda Reynolds, CPA, CFP®, one of our financial planners here at Johnson Bixby.

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How We Are Navigating Market Uncertainty

We have been monitoring geopolitical events in Ukraine and have reviewed investment holdings in this context. While the Russian economy currently accounts for 1.2% of global GDP and Russian equity makes up under 3% of Emerging Market Indices, recent actions in Ukraine are creating broader implications geopolitically and economically. Due to these developments, we are…

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Meet the Planner Series: Patricia Spies®

An important part of our holistic approach to Financial Planning is getting to know you and developing a relationship so we can help you with opportunities and life transitions as they come. We’re also excited for you to get to know us better in the process. Meet Patricia Spies, CFP®, one of our financial planners…

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Health Care Costs in Retirement

Having enough money to pay for medical expenses in retirement is an important component of your overall financial picture. Being aware of potential health care costs during retirement may allow you to better understand what you can pay for and what you can’t. Health Care Expense Breakdown A retired household over the age of 65…

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