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Willis Johnson & Associates Blog | Financial Planning and Investment Content

Improve Your Investment Strategy With Target Band Rebalancing

by Nick Johnson, CFA®, CFP®
January 14, 2021

What To Consider When Starting a Consulting Business

by Leah Cessna, CPA
December 09, 2020

The 401(K) Mistake Executives Earning Over $290,000 Make All the Time

by Nick Johnson, CFA®, CFP®
November 19, 2020

How U.S. Expatriates Can Avoid Costly Tax Penalties or Double-Taxation Abroad

by Leah Cessna, CPA
November 10, 2020

Non-Qualified Retirement Plan Tax Risks the Corporate Professional Should Avoid

by Jason Mishaw, MSF, CFA®
October 30, 2020

6 Things Expats Need to Know About Taxes Before Moving Abroad

by Leah Cessna, CPA
October 13, 2020

Why You Should Hire a Financial Advisor Instead of Handling Your Own Finances

by Alexis Long, MBA , CFP®
July 07, 2020

3 Costly Tax Mistakes Professionals Make Every Year

by Leah Cessna, CPA
February 06, 2020

3 Types of Financial Advisors and Which One Might Be the Right One for You

by Nick Johnson, CFA®, CFP®
January 31, 2020

How Restricted Stock Works & What You Should Consider for Your Financial Plan

by Nick Johnson, CFA®, CFP®
April 10, 2018
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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
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    Who We Serve

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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
    713.439.1200
    marketing@wjohnsonassociates.com
    Disclosures ADV Privacy Policy Form CRS
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    Willis Johnson & Associates is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein. Willis Johnson & Associates is not a CPA firm.

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