Welcome to Johnson Financial Services, Inc.
Dedicated to a personal approach with each of our clients, Johnson Financial Services, Inc. provides the right navigation tools to help you make the best financial decisions for you, your family and your business. We offer a broad range of services that are customized to match your personal and business goals. (Photograph courtesy of Steve Gollery: rnpbysteve.com)
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Building wealth requires protection from the forces of wealth destruction.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Simple steps may help you foil hackers and protect your privacy.
Good employee health can be great for the company’s bottom line.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Taking your Social Security benefits at the right time may help maximize your benefit.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.