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Blog

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Brian Henrysen Jr. CFP® | Mar 18, 2026

Managing Johnson & Johnson RSUs and Stock Options When the Stock Is Near All-Time Highs

With JNJ stock recently trading near all-time highs, many employees find themselves asking the same question
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The Biggest Financial Planning Myths I See
Brian Henrysen Jr. CFP® | Feb 18, 2026

The Biggest Financial Planning Myths I See (and What Actually Matters)

Financial planning is full of rules of thumb and widely accepted “truths.” While some contain a kernel of wisdom, many can lead to costly mistakes when applied
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. 

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. 

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods. 

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through PWA Financial, a Registered Investment Advisor. Private Client Services and PWA Financial are unaffiliated entities. Our advisors are Securities Registered in the follow states: PA, FL, NJ, TX, DE, NY, AZ

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