Investing in real estate is one of many ways to set aside funds for retirement. If diversifying your savings is a golden-year goal, then including real estate could be an advantageous strategy. Iowa is perhaps one of the most retiree friendly states in the United States. Its low cost of living and substantial tax benefits […]
Should Iowans Include Real Estate in Their Retirement Plan? Read More »
Many people often wonder: Is a financial advisor worth it? With an abundance of free advice online, why pay for the help? If you’re unsure whether a financial advisor is for you, here’s how to determine your answer. If you manage your own money, you are like most other Americans, according to the new CNBC Invest
Financial Advisors Can Supercharge Your Retirement, So Why the Hesitation? Read More »
A monthly financial review meeting is a good starting point to help ensure your retirement plan is staying on track. However, checking your progress halfway through your fiscal year will present you with a bigger picture and may help you notice and resolve problems within your current portfolio. A mid-year review also allows you to
6 Months of Data: Revisiting Your Retirement Plan Read More »
Bear markets are nerve-wracking for any investor, but especially for retirees or those close to retirement. Making the right moves with your investments and retirement plan is key when the stock market is in free fall like it has been. Here’s how to stand up to a bear market as we navigate this volatile time.
Retirement Planning in a Bear Market Read More »
People approaching retirement look at five different components when scouting for locations: proximity to family and friends, affordability, health-care accessibility, weather, and crime. While sunny Florida might come first to mind as a retirement spot that meets those criteria, Iowa is becoming an increasingly popular place for retirees. America’s Heartland has not been getting enough
Retiring in Iowa? Read This First! Read More »
Hiring a financial advisor is one of those pivotal life decisions that can dictate the path of your financial future for decades to come. While technology has made it easier to get advice remotely, are there benefits to meeting an advisor in-person? Let’s find out. When it comes to choosing a financial advisor, it’s important to
Does My Financial Advisor Need to be Local? Read More »
Meme stocks and the internet culture around them can seem foolish, but their wins and losses are no joke. Learn about what meme stocks are, how they work, and if they’re a good investment option for you. There’s a good chance you have seen the term “meme stock” splashed across headlines in the past year
What is a Meme Stock? Read More »
Fathers take pride in their children and want them to succeed in all they do. They want them to make smart financial decisions and learn from their lifetime of wisdom. But when was the last time you gave your dad financial advice? With Father’s Day right around the corner (June 19th), it’s time to change
Financial Advice for Father’s Day Read More »
Simply “settling” for a financial advisor is never a good move. Knowing what questions to ask a financial advisor will save you time, effort, and money. To help you find the right advisor in 2022 here are the best questions to ask. Planning your financial future can sometimes be overwhelming. While you may be good
5 Questions You Need To Ask Your Financial Advisor Read More »
A reverse mortgage is a way for homeowners ages 62 and older to leverage the equity in their home. You may be wondering why anyone would want to borrow against a home they worked hard to pay off. Here’s how reverse mortgages work, and what homeowners considering one need to know if you’re nearing retirement.
Is a Reverse Mortgage for Me? 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.
https://www.sec.gov
Broker Check: https://adviserinfo.sec.gov
A franchise of Retirement Income Source
