Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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How Should I Plan for Digital Assets in My Estate?
As a society, we are moving away from keeping documents in paper form, filed away in a filing cabinet. More and more documents, statements, pictures and bills are kept digitally in files on our computers or in the cloud. In this new age of digital storage, we all need to give some thought to what happens to our information upon death or incapacity.
What Should You Do With Your Inheritance?
Inheritances – no matter the size – can have a substantial impact on you and your family’s financial status. What should you do when you come...
The Knee Bone’s Connected to the Thigh Bone
Have you ever had a pain in one area of your body, only to find out another area is the culprit? As it is with our health, the art of...
Can You Spend Your Way to Happiness?
There's a right way and a wrong way to spend money for maximum happiness gain, according to behavioral science experts Elizabeth Dunn and Michael...
Deciding When to Retire
We spend a great deal of time helping clients decide the best time to retire. Retirement is no longer age-dependent for most of us. We are free...
Say This, Not That – Talking With Your Kids About Money
Money can help solve many of life's hurdles and lead to a wonderful lifestyle. Sadly, wealth does not make parenting any easier and, in some respects, can make it much more complicated.
Raising kids in an atmosphere of affluence without teaching corresponding money values can be a recipe for disaster. Many adults do not have a clear view of their own feelings about money and therefore send conflicting or inappropriate messages to their children. With that in mind, here are a few things we encourage you NOT to say when talking with your kids about money and money decisions.
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.
