Blog — financial planning RSS


by Jeff C. Johnson


Using the Latest Stock Market News!

Today, our society benefits and suffers from an information surplus. Some information is valuable and helpful; some information is harmful. A young farming couple came to see me (I think of age 55 as young!) for guidance on how to improve their financial situation. They had taken my retirement planning class at the local community...

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by Jeff C. Johnson


More Cocktail Party Talk

Cocktail party talk is one of my favorite story topics because it reminds me how important it is for most nonfinancial types to have a wealth adviser on their team. At a get-together this past week, a new friend found out I work in the financial world. She and her husband asked me the usual...

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by Jeff C. Johnson


Your Future Family

One of my natural abilities is thinking about the future, planning and developing a vision for my cherished clients, my professional practice, and my family. Yes, I’ve done the Gallup Organization Strength Finder tests multiple times, and you should, too. Being “futuristic” is easy for me, but I realize it’s not easy for everyone. Thinking...

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by Jeff C. Johnson


The Question Most Asked

My life has been centered on my work as a financial adviser. And I live in a modest-sized Midwestern town, Lincoln, Nebraska, so it’s not uncommon that I meet people socially who know of me and the work I’ve been doing. It’s all part of living in a community. After a handshake and small talk,...

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by Jeff C. Johnson


Lesson Learned from a Sea Captain

“Bob” retired as the captain of an ocean-going ship and ended up returning to the Midwest, managing the family ranch in the Sandhills region of north-central Nebraska. He had little interest in financial matters, leaving those details to his wife, a retired advertising executive. Once, as she and I were reviewing their financial plan, Bob...

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