Planning matters

Open House News

  2020 has been an interesting year! We settled into our new building in January Focused on open house party planning in February COVID-19 came to the forefront of our lives in March and April Now here in May, we announce the cancellation of our June 4 Open House   The safety of our teams,…

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Keeping Your Information Safe

Very few things in life create a higher degree of stress and hassle than having your Social Security Number (SSN) stolen, especially during a pandemic like we are now experiencing. This is because, unlike other forms of ID, the SSN is virtually permanent. While most instances of SSN theft are outside your control, there are…

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Meeting Options: We’re Just a Phone Call Away

As your financial planning partner, we love our meetings together. They allow us to catch-up, celebrate your financial achievements and plan for the future. Getting together doesn’t always have to mean physically getting together – we can just as easily have our meeting through a Skype, Facetime or phone meeting rather than face-to-face. Today’s blog…

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Today’s Worker: The Independent Contractor

Not long ago, the norm would be to graduate from college, get a job, and stick with that job until retirement. But now one alternative is to graduate with a specific set of skills, find a contract position in your field, and then move from one contract to another, with a variety of different companies,…

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Letter about KMS merger with Advisor Group

KMS Financial Services, Inc. (KMS), the SEC-registered investment advisory firm with whom Johnson Bixby is affiliated, recently announced that its parent company, Ladenburg Thalmann Financial Services Inc. (LTFS), has entered into a merger agreement with Advisor Group, Inc. (AG). Headquartered in Phoenix, Arizona, AG is one of the nation’s largest networks of independent financial advisors…

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