Broker Check
 
Accounting Wealth Management Tax The Facts About Income Tax

ATTENTION CLIENTS:


 Effective July 1, 2026, we are officially transitioning our practice and client accounts to a new, dynamic firm.  This move was made with you in mind.  It ensures that you will continue to receive the same highly personalized guidance you value.

What the Transition Means for You

Our top priority is making this transition entirely seamless so you can experience zero disruption.  Your accounts will transition to the new firm.

The same dedicated support staff will continue to work with you: 
         Tax & Accounting - Johns Benson & Johns, CPAs - 321-890-1384
Joyce Marion - Corporate accounting and taxes
Amethyst Cannon - Personal (1040) tax returns
          Financial Services - Johns Brothers Financial - 321-890-1385
Renee Carnell - Investment clients customer service

Their office is located at 5425 Village Drive, Suite 103, Rockledge, FL  32955.


 

Investments

 
 

Retirement Planning

 
 

Estate Planning

 
 

Insurance

 
 

Tax Services

 
 

College Planning

 
 

Business Planning

 
 

Money Management

 

Helpful Content

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

 

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

View all articles arrow

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

View all calculators arrow

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

View all videos arrow