Planning matters

Will there be any Social Security funds left by the time I retire?

Chances are you’ve run across this question either in your own mind or hearing someone else voice this concern. Here are a few facts to help answer this question. Social Security is not going bankrupt Currently Social Security funds are near an all-time high. For decades, Social Security has collected more money than it paid…

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Why is There a Tax Form in My Mailbox?

It’s June. Your tax return was filed several months ago. You thought you were done dealing with taxes until next year. Then IRS Form 5498 shows up in your mailbox. Now what?

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What’s the “Magic Number”?

Often people have an idea there is a “magic number” they need to save for retirement to be a reality. While savings goals are great, the ability to retire is much more closely tied to a different number: Monthly Expenses!

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Get Ready to Save More in 2019!

It’s never too early to start planning for new year resolutions. And, if you’re thinking ‘saving more’ is good one to put on the list, there’s good news! Starting in 2019, you’ll be able to put more into your retirement accounts. The Treasury Department recently announced inflation-adjusted contribution limits for 2019, and there are a…

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Community Home Health & Hospice Buccaneer’s Ball

It was our 4th year attending the Community, Home, Health, & Hospice’s (CHH&H) annual fundraiser held at the Cowlitz Regional Conference Center on Friday, May 4th. Johnson Bixby is one of the proud sponsors of this event. This year’s gala theme was a Buccaneer’s Ball.  It was a fun-filled night with pirates, maidens, and even a mermaid!

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