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
How Income Taxes Work
A quick look at how federal income taxes work.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?