(888) 489-4994

Kevin Johanson, CFP®

Your DNA Test Your DNA Test Social Security: By the Numbers Social Security: By the Numbers To Buy or Not to Buy To Buy or Not to Buy Rightsizing for Retirement Rightsizing for Retirement

Helpful Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

View all articles arrow

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

View all calculators arrow

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

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

5 Smart Investing Principles

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

Managing Your Lifestyle

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

An Inside Look at Retirement Living

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

View all presentations arrow

Rightsizing for Retirement

What does your home really cost?

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

View all videos arrow