For individuals approaching retirement, year-end financial planning is an opportunity to review and refine their financial strategies. This process not only helps prepare for a financially stable retirement but also helps ensure that wealth management aligns with current goals, risk tolerance, and the ever-changing tax and economic environment. At Johnson Wealth and Income Management, we […]
End-of-Year Financial Planning Read More »
As we make our way through the holiday season, many of us reflect on the causes that matter most and how we can make a meaningful impact. For those nearing retirement, charitable giving can be especially rewarding, combining personal values with financial benefits. However, navigating the various ways to give strategically can be complex, especially
Charitable Giving Tips During the Holidays Read More »
As you approach retirement, enhancing your retirement income becomes crucial for helping secure a sustainable financial future. For affluent Americans, the challenge isn’t just about preserving wealth—it’s about growing it to support a lifestyle that extends beyond basic living expenses. In fact, according to a 2023 UBS Global Wealth Management report, 60% of high-net-worth individuals
Boosting Your Retirement Income With Johnson Wealth and Income Management Read More »
International Fraud Awareness Week highlights a pressing issue affecting many Americans, particularly those approaching retirement: the threat of financial fraud. In 2023, the Federal Trade Commission (FTC) found that older adults had reported losing more than $1.9 billion to fraud. Because the vast majority of frauds are not reported, this figure represents only a fraction
International Fraud Awareness Week: Protecting Your Retirement Funds Read More »
As Americans approach retirement, crafting a well-structured long-term investment strategy becomes crucial for helping to secure financial stability in their golden years. In Iowa, where retirement planning remains a vital concern for those approaching 65, Johnson Wealth and Income Management is highly experienced in helping clients achieve their financial goals while navigating the complexities of
Long-Term Retirement Investment Strategies Read More »
Achieving a comfortable retirement requires more than just a written outline—it demands a strategy that evolves with changing financial landscapes. A national opinion poll finds that working-age Americans are increasingly worried about retirement. According to the ‘Retirement Insecurity 2024: Americans’ Views of Retirement’ study, when asked if the nation faces a retirement crisis, 79 percent
The Benefits of Regularly Reviewing and Updating Your Retirement Plan Read More »
As retirement approaches, helping secure your financial future becomes a top priority. National Retirement Security Week (NRSW) is the ideal time to revisit and fine-tune your retirement strategy for lasting stability and peace of mind. For high-net-worth individuals (HNWIs) or affluent retirees in Iowa, preparing for a financially sound retirement goes beyond the basics. It
National Retirement Security Week with Johnson Wealth and Income Management Read More »
You’ve got your investment portfolio on track, tax-reduction strategies in place, and a nest egg ready to weather market fluctuations. But there’s one hidden cost that could derail your carefully made plans. Can you guess what it is? Let’s dive in and see if your retirement planning is truly bulletproof. Did you guess correctly? October
The Hidden Cost Iowa Retirees Can’t Afford to Ignore Read More »
The 4% rule has long been considered a cornerstone of retirement planning. Introduced in the 1990s, it has provided a simple guideline: retirees should withdraw 4% of their retirement savings annually to help ensure their nest egg lasts through their retirement years. However, as the financial landscape evolves, many experts are questioning whether the 4%
Rethinking the 4% Rule: Is It Still Relevant for Today’s Retirees? Read More »
Your money doesn’t retire, YOU do! That’s why solid financial planning is essential to enjoy your golden years. That’s where Johnson Wealth and Income Management comes into play. Our dedicated fiduciary advisors aim to provide clients with customized strategies that address one of the most pressing concerns retirees face: generating reliable income that lasts a
Retirement Income Planning with Johnson Wealth and Income Management Read More »
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
https://www.sec.gov