Johnson Bixby

06/02/2026

Join Johnson Bixby for an educational event designed to help individuals and families better understand inherited wealth and the decisions that come with it.

We’ll cover:
• The 10-year rule for inherited IRAs
• Tax basics for inherited assets
• First steps after receiving an inheritance
• Common emotional responses to sudden wealth
• How to make thoughtful, values-aligned financial decisions

📆 June 23, 2026
🕠 5:30 - 6:30 p.m.
📍 Ripple Space in the Hurley Building

Featuring Patricia Spies, CFP®, and Financial Recovery Counselor Megan deBoer.

Register to reserve your spot: https://www.facebook.com/share/1E8qxH2NeE/

06/01/2026

We're excited to welcome our summer interns, Thomas Olsen and Aidan Brady!

Over the next 10 weeks, they'll work alongside our team on meaningful projects, gain exposure to the financial planning profession, and build skills that will support them throughout their careers.

Providing opportunities for students and newer professionals is one of the ways we can cause a ripple effect of positive impact within our professions and in the community.

05/29/2026

Inheriting an Individual Retirement Account (IRA) can create both opportunity and complexity. While these accounts can provide long-term financial flexibility, the rules surrounding inherited retirement accounts have changed significantly in recent years. Misunderstanding those rules can lead to unnecessary taxes, missed planning opportunities, and even IRS penalties.

If you’ve recently inherited an IRA—or may in the future—it’s important to understand how distribution rules, taxes, and timing decisions might affect your financial picture.

Read more on blog, Planning Matters, written by one of our financial planners, Amanda Reynolds, CFP®, CPA, MA

https://johnsonbixby.com/inheritance-qualified-accounts/

05/26/2026

Today we are celebrating 6-years with Mandy Peterson!

As our Director of Client Service and Operations, Mandy ensures things run smoothly in our office - coordinating everything from client meetings, paperwork processing and our overall client experience - while ensuring our team has what they need to deliver outstanding client service.

Mandy's thoughtful, caring and consistent approach creates a positive environment that our team and clients benefit from. We are so appreciative of her dedication, care and hard work.

Thank you for being a part of our team, Mandy!

05/20/2026

Join this free event in June co-sponsored by our affiliate company, Integrated Tax Services.

This event will provide a breakdown of the federal tax law—how it affects your charitable donations, personal finances and more.

Federal tax laws are changing. Learn how the updates under the OBBBA impact both individual taxpayers and businesses, including changes to corporate giving.

Our Sr. Managing Director, Ralph Doggett, EA, will be presenting at this event hosted by Council for the Homeless!

RSVP today: https://councilforthehomeless.ejoinme.org/2026TAXLAW

05/19/2026

We believe in the ripple effect—the idea that small, intentional actions, multiplied over time, create meaningful change.

That belief comes to life through our team’s involvement in service projects and partnerships with local nonprofits.

See how our collective effort looked like in 2025!https://johnsonbixby.com/wp-content/uploads/2026/05/2025-Community-Impact-Report-Website-Version.pdf

05/15/2026

Our Team at Johnson Bixby was proud to sponsor the Color Their World gala benefitting Educational Opportunities for Children and Families (EOCF) and their childhood education programming with wrap-around services for families.

Programs like EOCF set children on a pathway for lifelong learning and success while also providing their family with the ability to seek employment, connect with community, and build trusting relationships. This is a true investment in the long term health and wellbeing of our whole community.

05/15/2026

Today we’re celebrating José Vélez Homs, CFP® and his incredible 4 years with Johnson Bixby’s Client Services Team. José’s dedication, hard work, and positive attitude have made a lasting impact on our team and culture.

Thank you for your commitment and the value you bring every day. We’re grateful to have you with us and look forward to many more milestones together!

05/14/2026

Last week, two of our financial planners, Zach Reuter, CFP® and Alexander Ali, CFP®, had the opportunity to speak with students at Cascadia Tech Academy about the fundamentals of financial wellness.

They connected with students in the Fashion Design, Cosmetology, Culinary, & Barbering programs, serving nearly 200 students!

We’re grateful to Cascadia Tech Academy for the opportunity to support and encourage the next generation through financial education and empowerment.

05/13/2026

Join us for our next Free Financial Planning Day on Wednesday, May 27!

Get personalized, complimentary 1:1 guidance from one of our Certified Financial Planners® on budgeting, managing debt, income planning, education savings, and more.

Reserve your 30-minute session—available via Zoom or in person at our downtown Vancouver office.

Schedule Here: https://forms.office.com/pages/responsepage.aspx?id=f_t2St9j1kqrmEj3JvDhkZI2dp9nuwJDmAAtLfKlI5RUNjZKOE5ITVMzSE9ROE9WUU5XT083RktHOS4u&route=shorturl