Bitter winds and heavy snowfall make Iowa winters less than a pleasurable experience for many. As you winterize your home and cars for the impending elements, you should also consider protecting your retirement plan from the potential pitfalls of the unpredictable season ahead. As the year draws to a close, it’s essential to take a […]
Winter is Coming: Protecting Your Retirement Plan Read More »
As parents age, it brings about new challenges in communication and decision-making. Navigating these transitions requires patience, empathy, and open communication to find solutions that honor aging parents’ wishes. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
When Mom and Dad Get Old Read More »
Blended families come in various shapes and sizes, with parents, stepparents, stepchildren, and half-siblings often part of the mix. Having a plan in place for unforeseen events is crucial in any family, but it’s especially vital in blended families due to their unique dynamics. Listen to the latest Capitalized Life and Retirement Show with Matthew
How to Handle Your Beneficiaries with a Blended Family Read More »
When saving for your golden years, risks and opportunities present themselves in various forms, each with its own set of unique characteristics. Recognizing and effectively managing these elements during retirement is essential to help secure a financial future. A substantial risk that looms over many retirees is the fear of running out of money. This
Identifying Risks and Opportunities in Retirement Read More »
Today, we’re addressing a common question received at Johnson Wealth and Income Management. Our listener for today, Janet, is still working and relies on a financial advisor. In 2022, she experienced significant financial losses and hasn’t bounced back yet. She’s been on a financial rollercoaster. Her advisor claims she’s secure, but she’s uncertain about what
What Safe Really Means Read More »
It’s no secret that as we age, our health depletes. While we can help our overall wellness through lifestyle changes and healthier habits, there’s another, less obvious way we can help ourselves (and loved ones) as we grow older: planning for long-term care. Despite the anticipated growth in the country’s retirement-age population – with the
An Action Plan for Long-Term Care Read More »
Our society tells us that retirement is a wonderful time to enjoy the rewards of our hard work. However, many Americans feel anxious about their retirement future. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
The Golden Years Fear Read More »
You’ve diligently saved and invested in securing a comfortable retirement fund, but one often underestimated factor can throw a wrench into your well-laid plans: inflation. The erosion of purchasing power due to inflation can significantly impact your retirement lifestyle and financial security. In this blog, we will explore how to help curb inflation in retirement.
Navigating Inflation For Retirement Read More »
This month, we are seeing a 400-point swing on the DOW, and as the Federal Reserve talks about the possibility of raising interest rates, it raises concern for investors. This could mean more ups and downs in the market over the next three months. However, it also presents opportunities. Here, Matthew P. Johnson of Johnson
Forecasting Future Fed Moves with Nicole Petallides Read More »
Life has its share of risks and opportunities. It’s important to consider both when making choices, especially when it comes to planning your retirement. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
Unmistakable Risks and Opportunities 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.
https://www.sec.gov
Broker Check: https://adviserinfo.sec.gov
A franchise of Retirement Income Source
