As we journey through life, accumulating wealth and achieving success, it’s natural to want to leave a lasting legacy for future generations. Legacy planning goes beyond traditional estate planning by encompassing not only the transfer of financial assets but also the preservation of family values, traditions, and aspirations. In this blog, we’ll explore the importance […]
Legacy Planning: Help Your Wealth Live On Read More »
We’re diving into our mailbag to address some pressing questions. Today’s listener, Jocelyn, asks, “I’ve just turned 60, and I’m feeling anxious about how much longer I can work before retiring. I have debt that I am working to pay off, but the high-interest rates are taking a toll on me. Should I consider starting my
For many Iowans, transitioning to retirement may seem like a distant dream, but the golden ticket to living out your best golden years lies in smart planning and diligent savings now. No matter where you’re at in your retirement journey, it’s never too late or too early to build a strong retirement fund that can
Tips for Building Your Retirement Fund Read More »
What does it take to retire in today’s world? Hard work, tough conversations, and a solid strategy. Tune in to the latest episode of the Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
Do What’s Hard Now Read More »
March is National Clean Up Your IRS Act Month, which serves as a timely reminder to review, organize, and streamline your tax-related documentation and strategies. Tax season is upon us! It’s a time when individuals and businesses alike take stock of their financial affairs, helping ensure compliance with tax regulations and optimize their strategies. In
National Clean Up Your IRS Act Month: Tips for Tax Season Read More »
With economic uncertainties and market fluctuations, it’s natural to feel uneasy about your financial security. However, now might be the perfect time to consider purchasing annuities to help safeguard your retirement income. Annuities are financial products that provide a stream of income payments to the holder over a specified period, typically during retirement. They are
Seizing Opportunity: Is Now Is the Time to Invest in Annuities? Read More »
While the consumer price index is projected to have risen 0.2% in the final month of 2023 (or 3.2% for the full year), there is a wide gap between what the Fed has indicated in terms of rate cuts and what the market is expecting. Curious about the recent conflicting news on inflation? You’re not
Imagine you have life insurance, but not just any ordinary policy – it’s permanent life insurance. This type of policy comes with a cash value, and perhaps you find yourself in a situation where you no longer need it. Today, we’ll guide you through the four available options for handling your life insurance and its
Cash Value Life Insurance Read More »
Uncover a hidden financial asset by exploring the cash value within your life insurance policy. This frequently overlooked feature presents a valuable opportunity for financial growth and flexibility. Tune in to the latest episode of the Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
Cash Value Gold Mine Read More »
Relying solely on Social Security benefits for retirement income may not provide the financial security you need in your golden years. While Social Security can be a valuable asset, understanding its limitations and exploring additional income sources is crucial for a comfortable retirement. In this blog, we’ll delve into why depending solely on Social Security
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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