Planning Matters
We share our financial planning knowledge and advice because it’s the right thing to do.
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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...
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 Benefits of Partnering With a Financial Planner
There’s a saying we often use around here—“A dream without a plan is just a wish.” —because nothing is truer when it comes to your finances. In...
Reshaping Your Career to Build Retirement Savings
Human capital-the ability to generate earnings from labor-is likely one of your greatest assets. Human capital gets converted into financial...
How to Divide My Estate Up Equally
Many people struggle with how to divide their estate among heirs because they want to be fair to all. The most common solution is to divide all...
Do Your Parents Need Help? (Part 3 of 3)
Caring for your aging parents is not something you have to do alone—there are many resources out there to help you. In the third part of this...
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.
