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1127 North Causeway Boulevard
Suite B
Mandeville, LA 70471

(985) 674-3232

 
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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

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

How Income Taxes Work

A quick look at how federal income taxes work.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is the Dividend Yield?

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

Home Mortgage Deduction

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

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Investment Strategies for Retirement

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

5 Smart Investing Principles

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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