How are you progressing towards achieving your goals? I can help you work towards a variety of goals and track the progress you’re making. Let’s set up a virtual 30-minute meeting to walk through a collaborative tool and discuss how to get you where you want to go. Call Cody Johnson at 920-731-1758 to schedule a meeting .
Even in the most challenging of times, we can work together to help you navigate uncertainty.
“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.”
– Bob Goff, author of Love Does
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
A year from now, you’ll be glad you remained focused on your long-term goals today. Cody Johnson is to answer your questions call 920-731-1758 to schedule a office or phone meeting today.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
“Our opinions are what we'll be known for; our love is what we'll be remembered for.”
– Bob Goff, author of Love Does
Financial wellness is good for employees but did you know it can help your business too? Talk to Cody Johnson at 920-731-1758 to learn how offering financial wellness can help you reach your benefits participation goals. #nationalfinancialplanningmonth
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financials steps for home buyers
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
What are the benefits of an IRA? It depends on where you are in your journey towards retirement. Let's connect and make sure you’re maximizing your retirement savings options. Call Cody Johnson at 920-731-1758 to schedule a phone or in office meeting .
AMERIPRISEADVISORS.COM
A smart strategy for retirement income and taxes
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
It’s not too late to reduce your 2020 tax bill. I can work with your tax professional to implement smart tax strategies that could save you money. Call Cody Johnson at 920-731-1758 to scheduled a meeting.
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. We can help you benefit from tax diversification.
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Get the personalized advice you need to envision and build a confident financial future.
