Johnson Bixby

Today we’re celebrating 5 years with Jim! From fixing and cleaning to assembling and more, he’s always the first to lend a hand. We're thankful for you, Jim! We appreciate all the work you do. #workanniversary #employeespotlight

On this day, 20 years ago, Karen Brown joined Johnson Bixby’s Client Services team. This anniversary marks an extraordinary milestone in her career and is testament to her dedication, hard work, and lasting impact she has had on Johnson Bixby. Everything Karen does she does with grace, humility, kindness, positivity, and curiosity. She has been a role model and mentor for many client services team members, past and present, with her professionalism and industry knowledge. Congratulations, Karen, on this amazing achievement! We are so fortunate to have you part of Johnson Bixby and Client Services. #workanniversary #vancouverwashington

What a great group! Some of our team members attended a full day of presentations and networking at the FPA of Oregon & SW Washington Fall CE Summit. It was a great opportunity to connect, learn, and share ideas with other professionals in the industry! #clarkcountywa #financialplanners

Think You’re Too Young for Estate Planning? Think Again. When you think of estate planning, you might picture someone well into retirement, managing a complex portfolio of assets and properties. The reality is that estate planning isn’t just for the wealthy or the elderly, it’s for everyone. No matter where you are in life: in the early stages of your career, in the middle of raising a family, or looking at retirement, it’s important to have a plan in place. Read more on our blog, written by one of our financial planners, Zachary Reuter, CFP® https://lnkd.in/gwuCvz22

We're honored to sponsor this event and proud to contribute to such an inspiring day! Learn more about the Inspire HER Conference: https://lnkd.in/gd8g7kkR

At Johnson Bixby, we’re known for helping our clients see possibilities in life and achieve their goals through financial planning and portfolio management. While clients trust us to guide them toward informed financial decisions, we also know the benefits of financial education extend far beyond our four walls. Having access to basic financial information and tools can uplift individuals, families and entire communities. Read more on our blog written by our Director of Community Investments & Relationships, Megan Dixon, CAP https://lnkd.in/gHBVqSgr

You purchased long-term care insurance, you’ve been paying the premiums, and now you’ve received a letter stating the cost of insurance is going up. You may be wondering why the increase, and what you should do about it? Read more on our blog written by one of our financial planners, Amanda Reynolds, CFP®, CPA. https://lnkd.in/g5dVMvsH #financialplanning #financialadvisor #clarkcounty

We recently hosted our 4th semi-annual Free Financial Planning Day! Our Free Financial Planning Day directly relates to our top philanthropic guidepost of creating Financial Empowerment in our community. We know that providing tools and resources to make more informed financial decisions has an impact on everyone – participants, their families, their communities, and often for generations to come. Thank you to all who attended! We look forward to hosting more of these events in the new year. #vancouverwashington #clarkcounty #financialadvisor

Join us at the next Ripple Event! Unlocking Business Value – Understanding Valuation and Strategies for Growth Richard Reynolds, Managing Director from Silverpine Group, a local valuation opinions and consulting group will help us gain actionable insights into the steps you can take to enhance your business’s worth. Register today!

𝐎𝐧 𝐭𝐡𝐢𝐬 𝐝𝐚𝐲 𝐢𝐧 𝟏𝟗𝟕𝟖 On November 6, 1978, U.S. President Jimmy Carter signed the Revenue Act of 1978, which included a provision that laid the groundwork for 401(k) plans. That provision gave employees a tax-free way to defer compensation from bonuses or stock options, and it's become the dominant source of retirement savings for most Americans. Speaking of, if you have a 401(k) from a previous employer sitting somewhere untouched and unmanaged, one of your options is to roll it over into an IRA. But first you should carefully consider and weigh the advantages and disadvantages of all your options before making your decision. Read more on our blog, Planning Matters: https://lnkd.in/g5Zxn-yb