Planning matters

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 in and what to do about them. An expected refund turns into a tax payment. Nothing may be more deflating than expecting to get a nice tax refund and instead being met…

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9 Things to Consider Before Becoming an Airbnb Host

As we’ve started to think about ways to escape from our daily environments, the idea of having an Airbnb rental to retreat to has become more appealing. It seems relatively easy to find ones that are close by and don’t require having to navigate an airport or other potentially risky situations posed by the pandemic….

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Eek! I’m bored. Volunteering in your retirement.

Many of us look forward to retirement as a time when we will finally have the opportunity to do all the things we couldn’t quite seem to fit in while we were working and raising our families — things like traveling, reading, rediscovering long-neglected hobbies, or volunteering. When you no longer have the demands of…

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Johnson Bixby Gratitude List

Practicing gratitude is a powerful tool to remain optimistic – something we believe is critically important during this season of our lives. In this week’s Planning Matters blog post we share the Johnson Bixby team gratitude list.    Paula Lee, Director, Talent & Culture Foggy, crisp cool mornings Football, fire in the stove and a…

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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, etc. consider your credit score is as part of your overall financial picture as it helps the lender manage their risk. But what goes into that number? As a starting point, your credit…

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