Robert H. Johnson III Financial Advisor

06/22/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

06/19/2026

You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does your take-home pay shrink? And what do all those deductions mean? Here’s a brief guide

Here’s a brief guide to the common deductions and withholdings you see each payday

06/17/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

06/15/2026

There are four basic steps to calculating the value of an estate.

06/12/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

06/10/2026

LLC incorporation can help protect you from personal liability, but it’s not impenetrable. What can you do to strengthen your LLC firewall? Let’s chat.

LLC's are a powerful way to segregate your personal assets from your business, but the protection is not limitless

06/08/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/05/2026

You’ve poured your heart and soul into the company you’ve built, but have you also protected your business? Life insurance can make business succession planning a lot easier

As a business owner, you have a lot on your plate. But planning for your company’s future isn’t something to overlook

06/03/2026

The thought of receiving an unexpected inheritance sounds positively life-changing. But it's important to take the time to absorb the impact of your newfound money. Don’t spend impulsively; decide how you’d like to spend it over time.

An inheritance can make a big difference in your financial life, but creating a plan to manage that money can be daunting.