Blog
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.
The Power of Boring
If you want to build wealth, here’s a simple, but often overlooked truth: you have to choose where to be boring.
Read MoreHow Emotional Discipline Impacts Long-Term Wealth
When people think about building wealth, the conversation often focuses on investment strategies, market performance, or finding the “right” opportunities.
Read MoreSeeing the Full Financial Picture
Over the years, one thing has become very clear in my work with clients. Taxes touch almost every financial decision we make, yet they are often handled in isolation. That is why I am excited to share that I have recently obtained my EA.
Read MoreI am Earning Well. So, Why Doesn’t It Feel Like It’s Enough?
You are earning well. You’re responsible. You save. You probably have a retirement account or two. And yet, there is this quiet feeling that you should be further along by now.
Read MoreLinked Planning Partners: Building Stronger Connections for Our Clients
At Link Wealth Strategies, we believe financial planning should never happen in isolation. Taxes, investments, retirement, and estate planning all influence one another. That’s why our philosophy has always been rooted in tax-intelligence.
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Planning for the Life You Want, Not Just the Numbers
Every business owner I’ve worked with started for a reason. Independence. Flexibility. The desire to build something meaningful. Yet over time, it’s easy to wake up and realize the business is running you instead of the other way around.
Read MoreWhy Financial Planning Is a Marathon, Not a Sprint
As it turns out, training for 26.2 miles teaches you a lot about humility, discipline, and patience. Somewhere between early Saturday-morning long runs and midweek tempo sessions I realized those same lessons apply to financial planning too
Read MoreWhat Taylor & Travis Can Teach Us About Love and Money
When two high-achievers decide to combine their worlds, it’s about a lot more than just love songs and touchdown dances.
Read MoreMissouri Says Goodbye to Capital Gains Tax: What This Means for Small Business Owners
When Missouri recently removed its state capital gains tax, it sparked a lot of buzz — and for good reason. For small business owners, investors, and anyone considering the sale of appreciated assets, this is a big deal.
Read MoreWhy August Is a Great Time to Review Your Estate Plan
When you think of August, estate planning may not be the first thing that comes to mind. But, this quiet moment between summer vacations and back-to-school can be an ideal time to pause and make sure your financial legacy is on track.
Read MoreBefore You Say Yes… Have you had “The Talk?”
You’re earning more than ever. And now you're thinking about sharing your life and finances with someone else. Before you merge lives, homes, and maybe even last names, it's time to have some real money conversations.
Read MoreAttention Small Business Owners
Without a clear strategy or scalable systems, your business is likely leaking revenue. Whether it’s through inefficient processes, inconsistent pricing, or missed follow-up opportunities, you're working harder than you need to for less.
Read MoreEstate Planning: The Advantages and Challenges of Trusts
Among the many tools in the estate planning toolbox, trusts tend to stand out — and for good reason. They offer a unique blend of privacy, control, and strategic flexibility. But like any tool, they come with both perks and pitfalls.
Read MoreSo, I Bought a House…
If you’re on your own homeownership journey, or thinking about starting one, remember: surround yourself with the right people, build up your savings, and don’t stress if things don’t happen overnight.
Read MoreFinding Your Why: The Key to Building a Business That Lasts
Running a business is hard. If you’re a business owner, chances are you’ve felt that weight — the endless to-do lists, the long hours, and the constant pressure to grow and succeed. Maybe you’ve even questioned if it’s all worth it.
Read MoreA Different Kind of Valentine's Date: Meet with Your Wealth Advisor
Our firm provides comprehensive wealth management services for individuals and families and partners with local accounting practices, this collaboration provides holistic, expert-driven advice.
Read MoreFive Steps Before Closing Out Your Year
The end of the year is prime time to reflect on whether you've met your financial goals. Some examples include repaying debt, saving for college, or building an emergency fund.
Read MoreYear-End Tax Planning: Strategies for Every Path
As the year comes to a close, it’s a great time to consider how to finish strong with intentional year-end tax planning.
Read MoreWelcoming Joseph Reid to Link Wealth Strategies
We are excited to welcome Joseph Reid, CFP®, ChFC® to the Link Wealth Strategies team! Joseph brings with him a wealth of experience as a seasoned financial advisor.
Read MoreWhy Women Should Take the Front Seat in Their Financial Future
As women, we deserve to be the architects of our financial futures—and this seminar is a step in that direction. Join us on October 1 from 6-8 PM for an evening of learning, empowerment, and community. Your future is worth it.
Read MoreRetirement Planning Options for Small Business Owners & Self-Employed Individuals
Retirement planning can be a complex process, especially for self-employed individuals and small business owners. Unlike employees who often have access to employer-sponsored retirement plans, small business owners must navigate the...
Read MoreBeyond Tax Preparation: Embracing a Tax-Intelligent Financial Future
When most people think of taxes, they envision the annual ritual of gathering documents, navigating complex forms, and hoping for a favorable outcome come April. However, while tax preparation is essential, it's merely a snapshot of a...
Read MoreBreaking Down Barriers: Empowering Women in Retirement Savings
As women, we often find ourselves juggling numerous responsibilities throughout our lives. From managing households to pursuing careers, we're accustomed to wearing many hats. However, when it comes to retirement planning, women face...
Read MoreElevating Your Practice: The Power of Strategic Planning in Tax Services
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...
Read MorePurse Power: The Impending Wealth Transfer
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.
Read MoreMaximizing Financial Health: The Synergy of Financial Advisors and Tax Professionals
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.
Read MoreTransform Your Next Tax Season: How Contributing to an IRA Can Save You Money
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.
Read MoreNavigating Life's Financial Journey: The Essence of Financial Planning
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.
Read MoreAmplifying Success
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.
Read MoreUnlocking Your Child's Future: The Power of College Planning
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.
Read MoreLet’s Take a Breather
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...
Read MoreThe History of Stock Market Performance Surrounding Midterm Elections
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...
Read MoreYour 4% Withdrawal Strategy May Not Be Enough
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...
Read MoreLIFE: Phyllis Hughes and the joy of family
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...
Read MoreHD Vest Financial Services® to be Renamed as Avantax Wealth Management℠
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...
Read MoreFOUR BENEFITS OF A PLAN
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...
Read MoreLIFE: Pam and Willie Humphreys enjoy retirement in a delicious way!
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...
Read MoreSeattle, WA - KL Johnson Advisors Attend National Leading Conference
SENIOR WEALTH ADVISOR AND OWNER KYLE JOHNSON, RICP® AND OPERATIONS MANAGER CASEY FRISBY ATTEND CONNECT2019TM, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS Conference Brings Together...
Read MoreLIFE: Dave and Nelda Thompson share about their LIFE of volunteering
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...
Read MorePastor to Planner
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.
Read MorePlan? What Plan?
Here we answer the question at the heart of most of our work: "Why do I need a retirement plan?"
Read MoreGoin' to the Market
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...
Read MoreWhat are the Differences Between Stocks and Bonds?
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...
Read MoreLet Compound Interest Work for You
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...
Read MoreThe Tax and Jobs Act
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...
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