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Author Archives: Dan Johnson, CFP

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I am the President and CCO of Forward Thinking Wealth Management, LLC, which is the flat-fee financial planning firm located in Akron, OH, and set up to work virtually with clients across the country. I charge clients a flat fee of $4,800 regardless of asset size. My firm is a solution to what I feel is a broken system where clients pay advisors based on something out of their control - the performance of the market.

What’s Up With the Down Dollar?

What’s Up With the Down Dollar?

I’m interrupting this week’s planned article on HSA’s (Health Savings Accounts) to talk a bit about what has been going on with the US Dollar (dollar).  The dollar has been moving down the past year, but some comments out of ...

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Stay Humble With the Market

Stay Humble With the Market

Let’s talk about the market.  The market is on the third longest streak without a 5% correction.  It is now up over 50% since mid-February…2016!  Through the end of last week the market has experienced its best start since 1987.  ...

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What’s In a Name – Crypto Edition

What’s In a Name – Crypto Edition

I wrote some time ago about how much names matter when it comes to investing.  Someone asked me recently how I came up with my firm name.  It was quite a bit of brainstorming and I was initially going to ...

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2017 Year End Market Notes

2017 Year End Market Notes

Well, the year has closed and year-end data is now out.  Let’s take a look at some of the highlights.  Feel free to share it with anyone you think will find it of interest.  Or, you could just memorize it ...

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ETFs, Tax Losses and Wash Sales

ETFs, Tax Losses and Wash Sales

Do you feel like getting a little more technical this week?  I am going to share a tip most people, even advisors, don’t know of.  It all revolves around ETFs, tax-loss harvesting and ETFs (Exchange Traded Funds).  Let’s begin at ...

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What are the Final Steps Toward Retirement?

What are the Final Steps Toward Retirement?

I get questions regularly on what are the steps someone needs to take once they decide to retire and how long should they plan to complete them.  I figured I would share some thoughts based on my experience over the ...

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Bitcoin, Cryptocurrencies and Blockchains

Bitcoin, Cryptocurrencies and Blockchains

With all the bitcoin mania going on right now I realized I never touched on this topic, at least outside of a breakfast discussion a few months back.  Let me share some quick information on bitcoin, cryptocurrencies and blockchains.  Please ...

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Stoic’s Guide to Investing

Stoic’s Guide to Investing

Years ago I had a teacher call me stoic.  I think he felt it was an insult, but it really didn’t phase me at all as I thought it relatively accurate, plus I don’t think he really understood the definition.  ...

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Mega Backdoor Roth IRA Video

Mega Backdoor Roth IRA Video

Here is a link to a video I did quickly explaining a Mega Backdoor Roth IRA.  It’s less than 3 minutes.

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19 Questions to Ask Your Financial Advisor

19 Questions to Ask Your Financial Advisor

Jason Zweig, columnist at the Wall Street Journal, wrote a column some time back about 19 questions you should ask your financial advisor, or potential advisor.  Below are his questions with his recommended answers in parentheses and my answers below.   ...

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