Planning matters

Spending Awareness

As we’ve spoken about previously in What’s the Magic Number?, in many ways your spending is key to meeting financial goals or even being able to retire. Does that mean everyone needs a strict budget? Not necessarily. However, I would argue that everyone needs spending awareness. Before my husband and I purchased a house, I…

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Sunrise Over Cairo

It’s 4:00 am when my flight home leaves Egypt and the sun slowly rises over Cairo. Seeing the sun rise at 30,000 feet left me with a reminder that altering my view can shift my perspective. I love living in the Pacific Northwest but having the privilege of experiencing domestic and international travel the last…

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2020 Social Security Benefits

Take a look at how Social Security benefits have changed. Use the below infographic to help you plan for the coming year, and to learn a little more about retirement benefits and taxes.

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71 Days Until Christmas…Are You Financially Ready?

Christmas is a magical time of year for kids and adults alike. Family traditions, company parties, serving in your community, baking cookies and shopping are all part of what we anticipate with the holiday season. With so many cherished events on the horizon, the costs can add up. In today’s blog post we look at…

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Meet Debra!

We are excited to introduce Debra Pellati, CTFA, CFP® as our newest Certified Financial Planner™ professional. Debra’s can-do attitude is energizing, and she is excited to start working with our clients – guiding them to their financial goals and dreams. Debra joins Johnson Bixby with a strong background in the financial industry. She is a…

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