Have you heard your Financial Planner express “Go! Spend your money! Take that trip!?” Or, maybe you are like me, and you hope to hear those words in the future? I’ve had the privilege of joining several meetings where the JBA Planner assured clients they could afford to spend more.
While we offer many services, including tax planning and tax return preparation, Johnson Bixby’s true strength is our focus on the big picture....
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
Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.
We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.
As soon as I accepted the offer to join the talented team at Johnson Bixby, it was a flurry of activity preparing for my relocation from Kansas...
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...