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
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.