Planning matters

Preparing for an Unprecedented Benefits Open Enrollment

With Fall just around the corner, we are about to enter an employee open enrollment benefits season different than we’ve experienced in the past. Many companies are operating under different conditions because of COVID-19, and employees are more concerned than ever about having the right coverage in place during these uncertain times. Let’s look at…

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Estate documents you need because parenting doesn’t stop when your child turns 18

Parents are often amazed when their children finally become adults. Turning 18 is a celebratory milestone, and no doubt the experience will leave you wondering how the years flew by so quickly. And even though your child will always be your baby in your eyes, once they turn 18 the law sees it very differently….

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COVID Cancelled My Trip – Now What?

You bought the tickets. You made the hotel reservations. You rented a car and you booked the best tours.   Now, COVID cancelled everything. Not only the loss of the adventure and missed experiences, but the possible loss of thousands of dollars spent on your trip. Luckily, there are options to recover some, if not…

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What Curiosity are You Practicing?

At Johnson Bixby, one of our core values is to practice curiosity and believe in continuous learning and improvement – both professionally and personally. In this week’s Planning Matters blog post we are sharing a few ways we’re expanding our minds this summer by podcasts we’re listening to, books we’re reading and things we’re learning….

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When was the Last Time You Checked Your Credit Score?

Your credit report is a detailed log of all of your lines of credit and credit-based activity which is managed by three different credit bureaus – Equifax, Experian and TransUnion. With good credit, you may be able to secure lower interest rates on financing leading to lower monthly payments on loans. A key part of…

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