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Investment Strategy

Shifting from Growth to Income: How to Adjust Your Investment Strategy for Retirement

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As retirement approaches, many high-net-worth individuals (HNWIs) in Iowa find themselves at a crucial juncture in their financial journey: transitioning from a growth-oriented investment strategy to one that emphasizes income.  This shift is pivotal in helping ensure that your portfolio not only preserves wealth but also provides a steady and reliable income stream throughout retirement. […]

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Retirement Planning for Couples

A Guide to Retirement Planning for Couples

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As couples approach retirement, the landscape of financial planning changes dramatically. The decisions you make together in the years leading up to retirement will significantly impact your financial security, lifestyle, and peace of mind in your golden years. For high-net-worth individuals (HNWIs) in Iowa, the stakes are even higher, given the complexity of managing significant

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Interest Rate Cuts

Smart Money Moves to Consider When the Fed Cuts Interest Rates

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The Federal Reserve is expected to cut interest rates as early as September 2024, potentially offering much-needed relief for many. However, understanding how to prepare for this shift is crucial to fully capitalize on the opportunities it presents. When the Fed announces an interest rate cut, it’s more than just economic news—it’s a moment to

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Retirement Risk

Balancing Risk and Opportunity in Retirement

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Achieving a stable and comfortable retirement requires careful planning and consideration. One of the most critical aspects of retirement planning is balancing risk and opportunity.  Planning for a secure retirement while still allowing for growth and financial stability involves navigating various risks and capitalizing on opportunities. In this blog, we’ll explore how to strike the

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financial advisor

5 Signs You Need a Fiduciary Advisor

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Managing finances can be challenging, especially given the myriad of investment options, tax implications, and retirement planning strategies available today.  While some people thrive on the challenge of financial planning, others might find it overwhelming. This is where a financial advisor can be invaluable. Here’s what you need to know. What Is a Fiduciary Advisor?

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financial wellness

National Wellness Month: Tips for Financial Wellness as You Near Retirement

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August is widely recognized as Wellness Month, a time dedicated to prioritizing various aspects of well-being. While physical and mental health are often the focus, financial wellness is equally crucial, especially for older adults nearing retirement.  Financial wellness can help ensure a secure and comfortable retirement, free from financial stress and uncertainty. Here’s what you

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Debt Free Retirement

Should You Pay Off Debt Before Retirement?

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As retirement approaches, one of the most pressing financial questions individuals face is whether to prioritize paying off debt or focus on building retirement savings. The decision to enter retirement debt-free carries significant advantages, including reduced financial stress, greater flexibility with fixed income, and the preservation of retirement savings for essential expenses and enjoyment.  However,

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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Johnson Wealth and Income Management . 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. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, 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, LLC. Retirement Income Source, LLC and Sound Income Strategies LLC are associated entities. © 2024 Sound Income Strategies

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