Planning Matters
We share our expert knowledge and advice because it’s the right thing to do.
Embrace Change
It's no secret that automation, machine learning, and robotics have arrived, but many people still don't realize the disruption that automation can cause to even highly-skilled workers. Protect yourself from putting your financial future in jeopardy...
Pearls of Wisdom: Managing a Windfall
It’s the problem everyone wants to have: how should you spend a large additional sum of money? Whether the source is an inheritance, bonus or gain realized on the sale of an asset, the boost to your bank account can create the urge to splurge. As you begin to think about what you might do with your windfall, consider the following tips...
Pearls of Wisdom: Estate Planning Resolutions
In 2018, we’ll periodically share “Pearls of Wisdom” on a variety of frequently-encountered planning situations. This month, we focus on ensuring that proper estate planning documents are in place...
Avoid Running with the Crowd
Human beings are wired to go along. Instincts serve us well in many areas, such as avoiding danger or stress. But a reliance on “a gut feeling”...
Keep Your Eyes on the Big (Tax) Picture
While we offer many services, including tax planning and tax return preparation, Johnson Bixby’s true strength is our focus on the big picture....
HSA vs. FSA – Which is Better?
We’re putting two of the least-understood employee benefits in a head-to-head contest. Last week, we covered the pros and cons of the Flexible Spending Account (FSA). This week, we’re giving equal time to the newer, even less understood Health Savings Account (HSA).
