Similar to Iowa’s ever-changing seasons, the stock market also experiences its own series of changes. Whether it’s due to rising inflation or fluctuating interest rates, these factors can have an impact on your retirement savings. And while it seems like winter might be coming to an end, it may not be the same case for […]
It Looks Promising BUT… Read More »
When planning for your retirement, it’s crucial to consider not only short-term financial decisions but also long-term ones. Your golden years should be a time of financial security and peace of mind, which requires thoughtful planning and foresight. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
Emotional Decisions With Long-Term Implications Read More »
How much of your money should be generating income? Whether you’re in the accumulation stage or retired and in the distribution stage, the answer is unequivocally all of it at all times. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
All of It, Always, All of The Time Read More »
Managing your money in 2024 is crucial. Regardless of any past mistakes, each day presents a fresh opportunity. You have the power to make financial improvements. Let’s make 2024 a year of keeping our resolutions. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
Take Control For 2024 Read More »
When we think about 2023, we remember the events that unfolded overseas in September and October. However, in November, the stock market hit an all-time high. While things are going well now, it’s important to remember that this good fortune won’t last forever. Listen to the latest Capitalized Life and Retirement Show with Matthew
As we near the end of the year, our thoughts naturally turn to taxes. This time of year typically prompts us to consider our financial responsibilities and take necessary actions to ensure a smooth tax season for 2024. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
Year End Tax Considerations Read More »
Wars, Congress, and the Federal Reserve have made predicting the economy’s future difficult. As we peel back the layers of uncertainty to see what’s inside, we can observe that November was a record-breaking month. However, the big question remains: How can we predict how the rest of the year will unfold? Listen to the
What’s On The Horizon? 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 »
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 »
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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