1,000 Pieces
If you had a 1,000 piece picture puzzle with the pieces dumped on a table in a disorganized pile, what is the most important part of that puzzle? Most might say the corner or edge pieces. As a planner, I would say . . .
If you had a 1,000 piece picture puzzle with the pieces dumped on a table in a disorganized pile, what is the most important part of that puzzle? Most might say the corner or edge pieces. As a planner, I would say . . .
While we offer many services, including tax planning and tax return preparation, Johnson Bixby’s true strength is our focus on the big picture....
There are a lot of financial aspects to consider as you look forward to starting a new job. Part 2 of this two-part series goes over a list of items to think through as you get underway with your new employer.
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.
ETF assets continue to show robust growth in assets. So, given its wide appeal, it makes sense to discuss what an ETF is, and how it works.
Here’s a scenario: you’ve taken all the steps to get your estate in order, including the establishment of a trust that will benefit your children until they are old enough to handle a substantial sum. Since the success of a trust depends on the trustee(s) you choose to manage it, how do you decide who should fill this role?