What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Thursday, September 29, 2022
We’re just weeks away from midterm elections in the United States, and this year, 35 Senate seats are up for election, as are all 435 House seats. Months of stock market ups and downs coupled with rising interest rates and...
Read MoreYOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
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Tuesday, October 1, 2019
Phyllis Hughes, a long-time client of KL Johnson Advisors sat down with us to share about her many journeys and how she is living out her dreams to provide for, care for and nurture the future generations of her family. A Kansas native...
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Monday, September 9, 2019
Firm Offers Tax-Smart Investing Strategies to Advisors and the Clients They Serve September 9, 2019—HD Vest Financial Services®, my firm’s wealth management support and services provider, is being renamed Avantax Wealth...
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Wednesday, August 28, 2019
Throughout my life, I have often had a list of goals toward which I was working. Whether physical, academic, relational, financial, or something else, I am naturally inclined to have something mentally or physically before me that...
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Wednesday, August 14, 2019
Sometimes your destiny is decided with the flip of a coin! For Willie and Pam Humphreys, one of our KL Johnson Advisors clients, it was a fate-filled coin toss that began their journey as a couple. Since then, life has been an...
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SENIOR WEALTH ADVISOR AND OWNER KYLE JOHNSON, RICP® AND OPERATIONS MANAGER CASEY FRISBY ATTEND CONNECT2019TM, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS Conference Brings Together...
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Monday, March 25, 2019
It is by no mistake that Dave and Nelda Thompson have made it to their “happy place,” or rather, happy places, in retirement. In 2018, the couple sold their homestead, bought a 5th wheel and took off on a new journey. This...
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Thursday, July 5, 2018
Many do not know that I was a pastor prior to beginning my work as a financial adviser and ultimately establishing a business designed to help others prepare for all aspects of a fulfilling retirement.
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Here we answer the question at the heart of most of our work: "Why do I need a retirement plan?"
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Over the last couple of weeks, there has been a lot of chatter on television and in the blogosphere about “The Market” and terms like “correction”, “pre-recession”, and even “dead cat...
Read MoreToday's lesson is on something that we have found many people say they know, yet if you were to ask them to explain it simply, they wouldn't be able to- the difference between a share of stock and a bond.Stocks Are OwnershipLet's say...
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Monday, January 22, 2018
Albert Einstein once referred to the power of compound interest as the most powerful force in the universe. So why don't most individuals who one day hope to retire, take advantage of it? Life. Life has a funny way of getting in the...
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Friday, January 5, 2018
The Tax and Jobs Act is the first major piece of tax legislation affecting individuals and corporations since the Reagan administration. And, while it has come with significant feelings on either side of the aisle, it is President...
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