Johan Wessels on LinkedIn: How to start an investment portfolio (2024)

Got a big-ticket trip to some amazing location in mind? I can help you plan a strategy for short-term financial goals like vacation travel or home renovations.

Boosting your savings takes a plan and if you're struggling with debt it can feel like an impossible challenge. Fortunately, America Saves Week is here and so is our short lesson to help you plan to pay off your debt. Check our lesson out today to take the next step.

Whether you’re planning to leave or receive an inheritance, now is the time to have the Great Wealth Talk. Here are 4 key tips to help get started.

In our latest Weekly Market Wrap, we explore the current state of the consumer, the outlook for spending and the implications for both the economy and the markets.

Learn about common types of fraud and what to look out for to help keep you and your loved ones protected.

The June 30 deadline for filing the FAFSA to receive financial aid for the next school year is just around the corner. That yearly deadline can also be a good reminder to consider the different education savings options available to you.

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Summer is officially here! Time to go out and enjoy the sunshine. What’s your favorite summer pastime?

How you fill out your W-4 can help determine if you will get a refund or owe money come tax time. Take steps to avoid common mistakes that often lead to underpayment penalties.

Planning ahead can be crucial to ensure your assets pass to the loved ones or charitable causes you prefer after death. We're happy to collaborate with you, your attorney and your tax professional to create a financial strategy for the legacy you wish to leave. Let's discuss!