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.
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Four Steps to Valuing an Estate
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Buying vs. Leasing a Car
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Types of Stock Market Analysis
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What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.