PWJohnson Wealth and Legacy, LLC
Building Wealth, Expanding Lives
There's a significant and very important aspect of building wealth that doesn't show up in our performance numbers, as the full results only show up over the very long-term (20-30-40 years). In fact, in the short run, some smart moves have a temporary depressive effect on portfolio value. One obvious example is Roth conversions. The aim is to …
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A new school year has begun, and that marks the start of college for many. It's an exciting time, full of possibilities and promise! We offer our downloadable, 27-page College Success Guide in the hope of inspiring and empowering young people of all ages to learn and prosper. It's a real-life story, filled with thoughtful …
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Below are a few questions that you can ask if you're shopping for an investment advisor. Some things we’d be looking for in the answers are (1) a willingness to listen to and support you; (2) a sense of openness and transparency; (3) that they have clear processes that they follow in terms of investing and tailoring portfolios to their …
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Collaborative Practice Estates & Trusts takes a professional team model — Collaborative Practice — that’s been highly successful in the arena of divorce over the past 20 years, and applies it to the fields of estate planning and settlement. In general, Collaborative Practice is an alternative dispute resolution model that is designed to …
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