Fiduciary based Investment Advisor, Partner of N.E.W Advisory Services, LLC, a Registered Investment Advisory Firm
Johnson Wealth Planning is an investment advisory firm. Working as a fiduciary we specialize in assisting individuals and couples who would like to effectively manage their finances. We specialize in working with individuals who may be going through a life transition such as retirement, divorce, or widowhood. We have almost three decades of experience as financial advisors and as a wealth management firm. Together we have helped many men and women with portfolios over $1 million manage their finances during time of transition.
If you would like to schedule a free retirement plan review simply follow the link:
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Schedule a FREE, no obligation, get acquainted meeting with Peter Johnson
920-494-2040 or toll-free at 1-800-749-9628.
Flexible appointment times are available.
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.