Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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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).
Bring Everything With a Number on It!
Have you ever wondered why we always ask you to bring so many documents when scheduling an appointment?
-Current tax return
-Recent paystub(s)
-Current investment statements
-Retirement plan information
-Life insurance and Long-term care policy information
-Current Mortgage statement
-Social Security estimate of benefits statement
-Bank Statements
-A list of questions and goals
Changing Jobs? What You Need to Know (Part 2 of 2)
There are a lot of financial aspects to consider as you look forward to starting a new job. Part 2 of this two-part series goes over a list of items to think through as you get underway with your new employer.
Changing Jobs? What You Need to Know (Part 1 of 2)
Whether you’re making a planned transition or have found yourself unexpectedly let go, it can be both exciting and daunting to change from one...
Encore: What Will You Do in Retirement?
We challenge our clients to think through what retirement really means to them, and what passions or pursuits will further enhance their enjoyment in their encore phase of life.
Our approach and process helps our clients to identify goals or aspirations they may not have had the time to pursue while working. Getting clear about what excites you as you transition into retirement, actively pursuing those passions, and giving back by sharing your knowledge and experiences, can be unbelievably rewarding.
This week we’re highlighting Brian who uses his talent to benefit Habitat for Humanity.
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.
