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1127 North Causeway Boulevard
Suite B
Mandeville, LA 70471

(985) 674-3232

 
Dreaming Up an Active Retirement Encore Careers: Push Your Boundaries Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back

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

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Personal Finance Tips for Military Families

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Spotting Credit Trouble

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Travel, Without the Baggage

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A Look at Diversification

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

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Investment Strategies for Retirement

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Principles of Preserving Wealth

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Managing Your Lifestyle

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

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

It May Be Time for a Financial Checkup

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

Rightsizing for Retirement

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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.

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