Johnson Bixby

UPCOMING EVENT: ESTATE PLANNING CONVERSATIONS FOR FAMILIES

Who will keep the family home?
What does 'fair' look like when children have very different circumstances?
Should you leave an inheritance or help loved ones while you're still here to see the impact?
These aren’t just estate planning questions. They’re family conversations.

Through real-life examples and perspectives from legal, tax and financial planning, you’ll leave with questions to ask, conversations to start and a better understanding of how professional advisors work together.

Ripple Event: Estate Planning Conversations for Families
Thursday, September 17 | 10:00–11:30 a.m.
Join us in person or on Zoom
Location: Ripple Space, 275 W 3rd St, Ste 400, Vancouver, WA 98660

Register for free now: https://ow.ly/Zkii50ZJ1yE

For many people, giving to charity is an important part of their financial plan. And as retirement brings new considerations around Required Minimum Distributions (RMD), taxes and income, it can be worth looking at how you give—not just how much.

A Qualified Charitable Distribution (QCD) offers an opportunity for eligible Individual Retirement Account (IRA) owners to give RMDs directly to qualified charities while potentially reducing taxable income. And despite the tax rules behind it, the process can be surprisingly simple.

Read more on our blog, Planning Matters:

The 20-Year-Old Tool for Tax-Smart Giving: Qualified Charitable Distributions - Johnson Bixby Learn how Qualified Charitable Distributions work and how they can lower your taxable income while supporting your favorite charity.

Today we are celebrating 13 years with Lana Alvarez!

We’ve had the privilege of having Lana Alvarez on our team in a number of roles throughout those 13 years. Those experiences have contributed to her well rounded and robust knowledge of all things Johnson Bixby.

In her current role as Compliance and Audit Manager, Lana’s attention to detail and thoroughness supports team members and clients in ensuring accuracy and completeness, in addition to keeping on top of the compliance requirements of our business.

Thank you, Lana for your dedication and contributions over the years! We are grateful to have you on the team.

Join us for our next Free Financial Planning Day on Wednesday, September 23!

Get personalized, complimentary 1:1 guidance from one of our Certified Financial Planners® on budgeting, managing debt, income planning, education savings, and more.

Reserve your 30-minute session—available via Zoom or in person at our downtown Vancouver office.

Schedule Here: https://forms.office.com/pages/responsepage.aspx?id=f_t2St9j1kqrmEj3JvDhkZI2dp9nuwJDmAAtLfKlI5RUNjZKOE5ITVMzSE9ROE9WUU5XT083RktHOS4u&route=shorturl

Five years!

Five years of big ideas, brand strategy, storytelling, communications, marketing campaigns, edits, rewrites, “quick questions,” and the occasional debate over where the comma belongs.

Today, we celebrate Kristi Koebke's five-year anniversary with Johnson Bixby. As Chief Marketing Officer, she has a hand in just about every way we communicate who we are and what we do. From internal communications and external messaging to writing, marketing strategy, and keeping our brand consistent, she and her team manage to make a very large number of moving pieces look easy - we know it's not! Kristi brings creativity, clarity and just the right amount of “let’s make this better” to the work every day.

Ever the learner, she brings these talents to all aspects of her life—always exploring someplace new, cooking something delicious, or sharing time with friends. Her creativity, commitment, humor and leadership have made a lasting impact not just here at work, but in the many ways she shares her talents with the community.

Congratulations, Kristi, on five fantastic years of making words matter, brands stronger and ideas better. We're lucky to have you—and we look forward to seeing what big ideas you come up with next to continue creating ripples of positive impact!

What’s the real cost of college?

Most families (and students) think they’ve fully budgeted for college until they start to see the extra expenses adding up. See what one student’s research revealed about preparing financially for higher education.

Read more on our blog, Planning Matters:

Beyond Tuition: The Hidden Costs of College - Johnson Bixby The cost of college is high. Learn about hidden costs beyond items you may think of like tuition, room and board.

Please join us in celebrating Trisha Townsend on an exciting accomplishment—she has officially become a Gallup-Certified Strengths Coach! 🎉

The CliftonStrengths® certification is a wonderful next step in building on the knowledge and passion Trisha already brings to making our teams better every day.

By the way, Trisha's top CliftonStrengths are: 1. Developer, 2. Empathy, 3. Consistency, 4. Harmony, and 5. Input.

Congratulations, Trisha! We’re so proud of you and excited to celebrate this achievement with you.