Changing Jobs? What You Need to Know (Part 1 of 2)
Whether you’re making a planned transition or have found yourself unexpectedly let go, it can be both exciting and daunting to change from one...
Jul 24, 2017
goals
Encore: What Will You Do in Retirement?
We challenge our clients to think through what retirement really means to them, and what passions or pursuits will further enhance their enjoyment in their encore phase of life.
Our approach and process helps our clients to identify goals or aspirations they may not have had the time to pursue while working. Getting clear about what excites you as you transition into retirement, actively pursuing those passions, and giving back by sharing your knowledge and experiences, can be unbelievably rewarding.
This week we’re highlighting Brian who uses his talent to benefit Habitat for Humanity.
Saving on Your Spending
Looking for ways to save money on the things you buy? Client Services Specialist, Haley Smart has some ideas for you. Financial plans are a...
Weddings: To Pay or Not to Pay?
A month ago, Valentine’s Day, many happy couples likely said “Yes!” to their futures together. Such an exciting time for everyone involved; the happy couple, their families and friends. But now, the planning begins and the conversations about who’s paying, and for what, come to the surface!
Answering An Age-Old (Old Age) Question: How Long Are You Going to Live?
Perhaps the biggest concern that clients share is whether their accumulated savings will last throughout their retirement years. How do they know if they've saved enough, or if they're spending their nest egg too quickly? One of the key factors in the equation is life expectancy - but how many people know exactly how long they expect to live?
Why Are You Raining on My Parade?
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...
