Planning Matters
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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:...
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...
Accessing credit on reasonable terms is a key factor in managing our financial lives. Mortgage lenders, credit card issuers, cell phone carriers,...
Have you been contemplating buying life insurance? With the onset of Covid, many find themselves giving it serious consideration. Perhaps you’re one...
The Free Application for Federal Student Aid, better known as the FAFSA, is your one-stop-shop for applying for federal, state, and even university...
Whether you are newly divorced, lost a partner, or have been on your own for a while you will want to revisit your retirement planning strategy to...
The commentary expressed herein reflects the personal opinions, viewpoints, and analyses of Johnson Bixby employees and is not necessarily that of Private Client Services, LLC and should not be construed as investment advice. The views expressed are subject to change at any time without notice.
Johnson Bixby and Private Client Services do not offer tax or legal advice. Always consult a tax or legal professional regarding your individual situation. Nothing in this article 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.
Investing in securities involves risk, including the potential loss of principal. Past performance is no guarantee of future results. Diversification does not ensure against loss.
Advisory services offered through Johnson Bixby, an SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Johnson Bixby and Private Client Services are unaffiliated entities.
