Remember to KISS
Every once in awhile my husband will yell out KISS, and he’s not looking for a smooch. Whether talking to himself, sharing the sentiment with one of our two daughters or directing the message to me – he’s referring to the acronym: Keep It Simple, Stupid. Although I’m not a fan of the term ‘stupid’…
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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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The Secret History of the Future
In today’s world of scammers, we look at the history of hacking.
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Meet Savanah – the Newest Face on the Johnson Bixby Client Services Team
Learn about Savanah Van Kirk, the newest member of the Johnson Bixby client services team.
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Best of 2018
It’s the third anniversary of our blog, Planning Matters. In celebration we thought we’d look back at the top posts of 2018. Here are the top five posts you loved in 2018…
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