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Kevin Johanson, CFP®

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Helpful Content

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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