PWJohnson Wealth and Legacy, LLC
Building Wealth, Expanding Lives
Given the title, you might be wondering if this article is biased in favor of fee-only financial planners. Of course it is! We’re not pretending to be objective about it. So, pardon us as we jump in and revel in the business model that we chose 23 years ago! Our starting premise is that you, the investor, are intelligent, inquisitive, and …
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We at PWJohnson have the privilege of working with a wonderful group of people (our clients) who are kind, supportive, inquisitive, educated, intelligent, and interested in participating in shaping their financial future. Our experience with our clients shows us that the client-advisor relationship is no different from any other relationship. It is …
The Social Security Administration gives retirees the option of collecting social security (SS) benefits as early as age 62. But they offer a much higher monthly benefit if you choose instead to delay collecting benefits until age 70. How much more? According to Elaine Floyd of Horsesmouth, LLC, a financial advisor consulting …
In a previous blog we discussed some simple ways to avoid being taken in by a Ponzi scheme such as the one run by Bernie Madoff. But good scammers are very convincing. In an effort to encourage everyone to be skeptical of investment claims, we’d like to share with you a stockbroker scam that made the rounds not too long ago. You …
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