Millions of people anticipate the day they will retire—when they can finally engage in the activities they’ve always wanted to do, such as reading, golfing, hiking, traveling, or simply completing a jigsaw puzzle. Wouldn’t it be amazing to enter that stage of life even earlier than anticipated? While early retirement may not be feasible for […]
By Jon Powell, CFP® Do you need financial planning or investment management? To answer that question, you need to have a grasp on your financial goals, and also understand that advisors have different specialities. In this article, we’ll define the differences between financial planning and investment management, as well as detail our process for helping […]
Retirement Planning Checklist If you’re planning on retiring in 2024, the countdown is on! The new year brings new planning needs, especially if you’re retiring in the next year or so. There are many moving parts to preparing for retirement. Here, we share a 12-step retirement planning checklist to help you prepare for retirement over […]
No matter your goal, from saving for retirement to understanding your risk tolerance, working with a financial professional is beneficial for many different reasons. And as one of our valued clients, you understand this! We work with our clients through economic ups and downs, personal changes, and financial goal-setting. Do you know someone who would […]
Happy Holidays from our team at Ferguson Johnson Wealth Management! We thought we would take this time to reflect on the ups and downs of 2022 and look forward to everything that’s to come in 2023. We are so grateful to have such amazing clients and we hope you and your loved ones have a […]
We’ve been helping clients for decades, and in that time, we’ve seen a few mistakes investors end up making over and over again. From not having a withdrawal strategy in retirement to not seeking professional help with your financial goals, let’s look at the 6 biggest financial mistakes we see—so you don’t commit them yourself. […]
One of the most important things to consider when planning for retirement is what kind of lifestyle you want to live. Retirees are rarely interested in giving up all their worldly possessions and moving to a remote island in the Pacific. Most people love the lives they’ve built for themselves and want to keep their […]
By Jon Powell, CFP® As financial advisors, our work is about much more than just picking investments and managing your money. We want to help teach you how financial freedom can improve your day-to-day life and also help you set short-term and long-term goals for the future. One of those long-term goals for most people […]
My clients always ask me how I invest my own money as if it’s a secret that I keep to myself. The thing about money management is that people often feel like no matter how much they learn about the latest techniques and trends, they’re never quite doing it right, that there’s always some better […]
By Jon Powell, CFP® It’s no secret that things in our world are a bit uncertain these days. It feels like we’re constantly waiting for the other shoe to drop. Most of us dislike this level of uncertainty, but do you know what dislikes it even more? The market. Stocks have been plummeting lately, not […]