‘The biggest risk you face is …’ He wants to retire in 10 years with a $6K monthly income, annuities and $650K in retirement. Can he?
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IRA Contribution Deadline: Avoid Penalties & Optimize Your Retirement Savings
Don't miss the April 15, 2025 deadline for 2024 IRA contributions, avoid penalties and leverage the 5-year Roth rule.
Should you use your tax refund to pay off debt?
If you haven’t filed your tax return yet, you can use a tax calculator to estimate your federal refund. Gather paystubs, tax ...
Your CPA Isn’t Your Tax Strategist—Here’s Why That Matters
If you’re sending six figures to the IRS each year, consider exploring a tax strategy that helps you keep more of your ...
The EU’s Clean Industrial Deal Can’t Succeed Without Using a Major Leap in Technology
The European Union’s Clean Industrial Deal (CID) is more than just an industrial policy overhaul-it’s a roadmap for transforming Europe’s economy into a circular, resilient, and decarbonized ...
10 essential steps to create a future-proof financial plan
Johnson Financial Group is ready to help build personalized plans that will provide clarity on lifestyle goals, mitigate ...
Planning for Healthcare Costs: How Financial Advisers Can Guide Their Clients
Here are five ways financial professionals can advise clients to take a strategic approach to their healthcare costs today to ...
How Financial Advisers Can Share Their Clients' Good Words
Financial professionals must follow strict regulations when they use written testimonials and endorsements by their clients ...
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CLFP Foundation Certifies 14 New Lease & Finance Professionals
The Certified Lease & Finance Professional Foundation announced that 14 individuals have successfully earned their CLFP designation after passing the online proctored CLFP Exam.