Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Tuesday, April 2, 2024

The world of accounting and financial services is always evolving, let's talk about something that's often overlooked: the difference between preparing taxes and truly planning for the future. Sure, tax prep is important, but there's a...

Friday, March 1, 2024

Finance is an ever-evolving landscape, when you think you’ve finally caught up with the latest data, something is bound to change. But there is a pivotal change on the horizon.

Wednesday, January 17, 2024

In the complex landscape of personal finance, the synergy between a knowledgeable financial advisor and a seasoned tax professional can lead to exponential financial health.

Monday, December 4, 2023

As we step toward the new year, thoughts about tax season may be on your mind. The possibility of owing money can be overwhelming, but there are strategic ways to alleviate your 2023 tax bill.

Monday, October 16, 2023

At its core, financial planning is like plotting a roadmap for your financial future. It's a personalized strategy that takes into account your unique goals, aspirations, and current financial situation.

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Wednesday, September 13, 2023

In the ever-changing realm of accounting and finance, building a thriving network is key to growing in your expertise and more fully serving the needs of your current and future clients.

Monday, August 14, 2023

As business professionals, we understand the value of strategic planning in every aspect of life, and one area that should not be overlooked is college planning for your children.

Wednesday, July 26, 2023

As a Certified Public Accountant (CPA) and a firm owner, you know that your job is never done. There is always something that needs your attention, whether it is managing your staff, handling client accounts, or staying up-to-date on...

Thursday, September 29, 2022

We’re just weeks away from midterm elections in the United States, and this year, 35 Senate seats are up for election, as are all 435 House seats. Months of stock market ups and downs coupled with rising interest rates and...

Thursday, May 5, 2022

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Tuesday, October 1, 2019

Phyllis Hughes, a long-time client of KL Johnson Advisors sat down with us to share about her many journeys and how she is living out her dreams to provide for, care for and nurture the future generations of her family. A Kansas native...

Monday, September 9, 2019

Firm Offers Tax-Smart Investing Strategies to Advisors and the Clients They Serve September 9, 2019—HD Vest Financial Services®, my firm’s wealth management support and services provider, is being renamed Avantax Wealth...

Wednesday, August 28, 2019

Throughout my life, I have often had a list of goals toward which I was working. Whether physical, academic, relational, financial, or something else, I am naturally inclined to have something mentally or physically before me that...

Wednesday, August 14, 2019

Sometimes your destiny is decided with the flip of a coin! For Willie and Pam Humphreys, one of our KL Johnson Advisors clients, it was a fate-filled coin toss that began their journey as a couple. Since then, life has been an...

Wednesday, June 19, 2019


Monday, March 25, 2019

It is by no mistake that Dave and Nelda Thompson have made it to their “happy place,” or rather, happy places, in retirement. In 2018, the couple sold their homestead, bought a 5th wheel and took off on a new journey. This...

Thursday, July 5, 2018

Many do not know that I was a pastor prior to beginning my work as a financial adviser and ultimately establishing a business designed to help others prepare for all aspects of a fulfilling retirement.

Thursday, April 5, 2018

Here we answer the question at the heart of most of our work: "Why do I need a retirement plan?"

Tuesday, March 13, 2018

Over the last couple of weeks, there has been a lot of chatter on television and in the blogosphere about “The Market” and terms like “correction”, “pre-recession”, and even “dead cat...

Monday, January 29, 2018

Today's lesson is on something that we have found many people say they know, yet if you were to ask them to explain it simply, they wouldn't be able to- the difference between a share of stock and a bond.Stocks Are OwnershipLet's say...

Monday, January 22, 2018

Albert Einstein once referred to the power of compound interest as the most powerful force in the universe. So why don't most individuals who one day hope to retire, take advantage of it? Life. Life has a funny way of getting in the...

Friday, January 5, 2018

The Tax and Jobs Act is the first major piece of tax legislation affecting individuals and corporations since the Reagan administration. And, while it has come with significant feelings on either side of the aisle, it is President...