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Tax Reform – Year End Advice

By now most of you know, tax reform is looming.  On November 16, 2017 the House of Representatives passed its version – HR 1: The Tax Cuts and Jobs Act.  On the same day, the Senate Finance Committee approved its amendments.  

What Exactly is FAFSA? - Written by David Faulk, CPA

What a crazy time. I have five children in colleghigh school graduates.jpge or pursing post-graduate studies (ages 18 through 26 for those who were wondering).  Each of my children attends college far from home, the closest of which is more than 800 miles away.  While I miss being with my older children, I know that a college experience can be the source of great growth and can provide them with even greater employment opportunities in the future.

Many families look to the college years for children/grandchildren with mixed emotions – excitement and trepidation.  These two words rarely go together, but when it comes to college, it seems to be a perfect match.

Young men and women approaching college eagerly anticipate the new opportunities, experiences and freedoms.  These times can be very exciting for both the student and the family.

Equifax Data Breach - Protect Yourself

Hacked.jpgAnother day, another data breach.  Nothing new, right?  But this time the victim of the hack is Equifax – one of the largest providers of consumer credit reporting and financial services in the United States.  Highly sensitive information of over 143 million of its customers is assumed to be compromised.  That is a majority of the U.S.’s entire population if you exclude children, the elderly and other inactive age groups.  More likely than not, it’s best to assume your information is impacted in this data breach, which could include your name, social security number, birth date, address, credit card numbers, and more.

Ten Financial Tips for Newlyweds, written by David Faulk, CPA

Life is good.  Here we are in the last couple months of summer with its warm weather, family activities, getting ready for the children/grandchildren to head back to school and enjoying the long summer days.  For me and

To Bitcoin or Not to Bitcoin - That is the Question

A number of our clients have been asking about Bitcoin.  This does not surprise us as Bitcoin has been mentioned in the news, including on the cover of some magazines.

So, what is Bitcoin?

Don’t Worry, You have a Fiduciary in Johanson Financial Advisors.

Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker, and insura

Focus on Four - 2016 Year-End Planning Tax Tips

Taxes.jpgHere we are, in the middle of December.  The time between Thanksgiving, Hanukkah and the Christmas holidays can sometimes be difficult.  Many are very busy preparing for family gatherings or are already starting to enj

Is the Best Reaction No Action?

I can’t remember a time when markets and investors seemed this excited or hopeful about the economy and stock market future, while at the same time, distraught about the President-elect himself.

7 Things You Can Do with an IRA That You Can't Do with a 401(k)

street signs.jpgThere are many differences between these two popular retirement plans.  They both lower your tax bill today by providing tax-deferred growth and provide income for retirement.

Can you pass the "Marshmallow Test"?

"I'll gladly pay you Tuesday for a hamburger today."  Wimpy, a curious character in the cartoon Popeye the Sailor Man, was not interested in waiting until Tuesday, when he had the cash.

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Johanson Financial Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Johanson Financial Advisors, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Johanson Financial Advisors, Inc. unless a client service agreement is in place.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Charles Schwab & Co., Inc. (Schwab) is one of the firms that we use to custody our client assets. Schwab and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. Schwab does not endorse or recommend any advisor and the use of the Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co., Inc. (Schwab), a subsidiary of The Charles Schwab Corporation, member SIPC. Used with permission.

Certain representatives of Johanson Financial Advisors, Inc are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC 2001 Route 46, Suite 506, Parsippany, NJ 07054 (800) 637-3211

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