Whether updating your beneficiaries, enrolling in a new healthcare plan, or simply sitting down with your financial advisor to see if you’re on track, the end of the year is a great time to make sure you’re up to date with your retirement plan. In this blog, we will walk you through an end-of-the-year checklist […]
Achieving Financial Freedom: Your End of The Year Checklist Read More »
While achieving financial stability and improving your quality of life during retirement is important, it’s equally vital to consider the broader dimensions of your life’s journey. Discover how lifestyle planning can change your perspective on retirement preparation by listening to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here.
Lifestyle Planning Read More »
Charitable giving presents high-net-worth investors with a distinctive opportunity to impact organizations and causes close to their hearts. Giving Tuesday gives retirees a prime opportunity to amplify the effect of their charitable contributions. High-net-worth individuals (HNWI) closing in on retirement can capitalize on strategies like qualified charitable distributions from IRAs and the potential to itemize
HNWI: Charitable Giving Tips This #GivingTuesday Read More »
Fiduciaries prioritize their clients’ success when it comes to retirement savings. The five P’s can be a helpful framework in helping ensure that your retirement planning is on the right track. Find out what the “Five P’s” are by listening to the latest Capitalized Life and Retirement show here.
Many people own life insurance, but they often find it intimidating and shrouded in mystery. You might think about the agent who sold it to you or the company you got it from, and then you seldom hear from them again. However, life insurance is important and can affect you and your loved ones in
The Life Insurance Pickle Read More »
When it comes to the Federal Reserve, its policies wield substantial influence over consumer prices and interest rates. The choices they make today directly and profoundly impact our market, economy, and even our retirement tomorrow. Retiring wealthy is a financial goal for many Iowans. This endeavor entails disciplined savings, smart investments, and well-informed choices aimed
How FED Rates Can Affect Your Retirement Read More »
Have you ever found yourself lost in an unfamiliar place? The road to retirement can feel like getting lost in a foreign destination. In a world full of chaos and unpredictability, a financial advisor can make a big difference. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn
The U.S. Department of Labor announced Oct. 31 a proposed rule to expand the scope of investment advice from a financial professional that would be considered a ‘Fiduciary’ under the Employee Retirement Income Security Act and Internal Revenue Code. Aligned with the Biden-Harris administration’s efforts to help protect retirement investors, the proposal would require trusted
New Retirement Savings Rule: Putting Your Interests First Read More »
The Federal Reserve has continuously used vague language regarding the rate hike cycle. Economists expected an increase, and many were relieved there wasn’t one. But what does it mean for the rest of the year? Here, Matthew P. Johnson of Johnson Wealth and Income Management joins Nicole Petallides on the Schwab Network to discuss the
Matthew P. Johnson on “Schwab Network” with Nicole Petallides Read More »
Our parents and grandparents often said, “They don’t make them like they used to,” expressing a belief in the declining quality of goods over time. Today, we not only face concerns about product durability but also about societal and economic stability. These uncertainties raise questions about the long-term future and what lies ahead. Listen to
It’s Not Going To Last 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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