Financial planning is the process of meeting your life goals through the proper management of your finances. It includes elements of protection, wealth creation, planning for contingencies and emergencies, as well as planning for specific milestones in life. Effective insurance planning not only provides peace of mind to you and your loved ones but can […]
Do’s and Don’ts of Insurance Planning Read More »
Investing in crypto currency, investing in precious metals, investing in oil… should you jump on the latest hot commodity? The
Why Dabbling Can Save Your Life Read More »
As we embrace fall and the colder weather, it makes 2022 a little more real being around the corner. This is a great time to start thinking about what you can do to save some money, prepare for the following months, and improve your life. Looking for fall financial tips and money moves to complete before the
Your Fall Financial Checklist Read More »
Less than two years after the Secure Act ushered in significant changes to the nation’s retirement system, more modifications may be on the horizon. The Ways and Means Committee released the first draft of a major tax bill in September of this year. While increasing taxes to pay for other social policies and government infrastructure
Retirement Taxes You Need to Know in 2022 Read More »
If you’ve decided on making money moves to help safeguard your financial future, make sure you’re aware of three critical moves first. Listen to Matthew discuss here.
Nothing Will Change Until You Take Action Read More »
What do YOU think is the greatest risk in retirement? Inflation? Long-term care costs? What about stock market volatility? Let’s find out in the latest Capitalized Life and Retirement show with Matthew P. Johnson here.
Longevity – The Greatest Risk of All Read More »
Hackers have come up with more and more ways to hack into retirement savings accounts. They are increasingly targeting individual 401(k) accounts by impersonating the account owners so they can steal thousands of hundreds of dollars. Here’s how to help protect your hard-earned savings. The popular 401(k) and similar workplace retirement plans hold almost $9 trillion
Safeguarding Your Retirement Savings from Cyber Attacks Read More »
Worried about debt in retirement? It’s rarely a good idea to withdraw retirement savings early. However, Roth IRAs offer unique benefits to investors because they are a source of tax-free retirement distributions. While most advice encourages investors to avoid touching their Roth IRA for as long as possible, there are several strategies to maximize its
Debt is a Big Deal Read More »
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Retirement Income Source and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment Advisory Services offered by Sound Income Strategies, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies, LLC are associated entities.
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