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.
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White Elephant Inheritance
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Year-End Charitable Gifting and You
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Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Social Media: #NewestBusinessLiabilityRisk
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How to help determine life insurance needs to provide for your family after you pass away.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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 Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Compare annuity options to see how each one could affect your long-term income outlook.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Social Security: By the Numbers
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Retirement Accounts When You Change Your Job
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.