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Resources

Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Kim Johnson | Jul 26, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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IRS Makes Annual Inflation Adjustments for 2021
KMJ Financial Solutions | Mar 1, 2021

IRS Makes Annual Inflation Adjustments for 2021

March 2021
The Internal Revenue Service announced annual inflation adjustments for the 2021 tax year for more than 60 tax provisions, including standard deductions and the
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Should Your Change Your Investing Strategy?
KMJ Financial Solutions | Apr 6, 2020

Should Your Change Your Investing Strategy?

April 2020
Wise investors alter their approaches as market cycles shift, from bull to bear to something in between. A consistent strategy might be far more risky than one
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The fashionable history of social distancing
KMJ Financial Solutions | Apr 1, 2020

The fashionable history of social distancing

April 2020
Instead of stockpiling food or rushing to the hospital, authorities are saying social distancing is the best way ordinary people can help “flatten the curve”
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2020 Contribution Limit Changes & the Secure Act
KMJ Financial Solutions | Jan 6, 2020

2020 Contribution Limit Changes & the Secure Act

January 2020
Understanding the changes for 2020 so you can maximize your retirement.
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10 Ways the Secure Act Will Impact Your Retirement Savings
KMJ Financial Solutions | Jan 1, 2020

10 Ways the Secure Act Will Impact Your Retirement Savings

January 2020
With the decline of traditional pensions, most of us are now responsible for squirrelling away money for our own retirement.
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Mid-November Means Open Enrollment Time
KMJ Financial Solutions | Nov 6, 2019

Mid-November Means Open Enrollment Time

November 2019
Reviewing your benefit choices will maximize your employment benefits
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NFL, Fantasy Football & Active Investing
KMJ Financial Solutions | Sep 6, 2019

NFL, Fantasy Football & Active Investing

September 2019
What does fantasy football have to do with investing? It teaches you to avoid Nick Foles-like fund money managers, whose one-time Super Bowl achievements often
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Helping Young Adults Understand Insurance
KMJ Financial Solutions | Sep 1, 2019

Helping Young Adults Understand Insurance

September 2019
Insurance should be part of everyone’s plan – and it should evolve too
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Thanks, ‘Avengers: Endgame,’ for reminding us why inflation matters
KMJ Financial Solutions | Aug 6, 2019

Thanks, ‘Avengers: Endgame,’ for reminding us why inflation matters

August 2019
Endgame’ is nowhere near the worldwide box office record –here’s why
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3 Financial Planning Steps
KMJ Financial Solutions | Aug 1, 2019

3 Financial Planning Steps

August 2019
Organization, efficiency and discipline are the three primary steps of financial planning. Organization is knowing where your money comes and goes.
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Securities  and Advisory services are offered through United Planners Financial Services,  member FINRA  / SIPC.  KMJ Financial Solutions and United Planners Financial Services are independent companies. KJM Financial Solutions is not a broker dealer or registered investment adviser.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. Kim Johnson is registered to conduct securities business in  WA, ID, CO, MI, NV, OR, UT, WI.  This communication is strictly intended for individuals residing the the states listed.  No offers may be made or accepted from outside the specific states referenced.  Insurance-related services may not be provided to individuals residing in any states other than WA, ID, CO, UT, WI.  A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. Check the background of our investment professionals on: FINRA'S Broker Check

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