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.
Helpful Content
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
How Income Taxes Work
A quick look at how federal income taxes work.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
How to Make Your Retirement Go Further as Costs Rise
Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.