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1127 North Causeway Boulevard
Suite B
Mandeville, LA 70471

(985) 674-3232

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Understanding Today’s Financial Environment

     Welcome to Johnson Financial, LLC!  We are a full-service tax planning, tax preparation and financial planning firm in Mandeville, Louisiana. We understand that individuals face unique challenges throughout their lifetime as they plan for education funding, cash flow and debt management, retirement planning, legacy planning, business planning and special situations among other challenges.  We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, the cost of education or creating an estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives moving forward.

     Our professionals have years of experience in tax planning, tax preparation and financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (985) 674-3232 should you have any questions or concerns regarding all aspects of your financial life.

Helpful Content

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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