PWJohnson Wealth and Legacy, LLC
Building Wealth, Expanding Lives
Important information and instructions on a wide variety of financial topics that are always relevant.
Dr. Jim McCabe, from Eldercare Resources, leads this overview of issues relating to eldercare. Virtually every one of us will face decisions about care for our loved ones and eventually, ourselves. Yet, when the time comes to make these choices, too often we wind up making them in an atmosphere of crisis, based on extremely limited …
Continue Reading about What you need to know about Eldercare (before it’s too late)
The complete video can be watched below: These educational videos will be of special interest to parents who have any concerns about their children’s ability to handle inheritances wisely. The presentations are also appropriate for estate professionals. In a nutshell, it’s a new tool that you can use as part of your estate plan to ensure …
Know where you are. You wouldn’t want to pilot a plane without precisely knowing your position, your speed, your altitude and your destination. The same holds true for your financial journey. Nothing can replace concrete knowledge of where you are and where you’re headed. Action item: track your spending and create a budget. Diversify. The …
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 …
Continue Reading about Real Conversations: The Short Run vs. The Long Run
