October is National Financial Planning Month and what better way to get started than with Johnson Wealth and Income Management. With the holidays right around the corner, National Financial Planning Month is a great time to plan ahead and take advantage of your financial health. If your retirement is just years away, now is the […]
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With Fall officially here, now is the perfect time to do your financial checkup with Johnson Wealth & Income Management. You’ve made it through the first nine months of the year and it’s time to take a break from barbecues and beaches to review your finances. With summer officially closed, and Fall beginning, now is
7 Steps for Your Fall Financial Checkup Read More »
Fall is but days away, and what better way to help prepare for the busiest season of the year than making adjustments to your retirement plans? We all are guilty of spending more time planning our holidays than we do planning for our golden years. But by doing so, we make the basic mistake of
Retirement Mistakes to Fix Before the Holidays Read More »
If you’re approaching retirement, you may have questions about how this will affect your Medicare coverage. The new Inflation Reduction Act will bring some major changes to Medicare. Here’s what you should know. People are living longer and retiring earlier. How do you account for health care costs in your retirement planning? If you’re like
Navigating the Basics of Medicare in Retirement Read More »
What’s the secret to a more successful retirement? Making the unknowns known. “There are known knowns. These are things we know that we know. There are known unknowns. That is to say, there are things that we know we don’t know. But there are also unknown unknowns. There are things we don’t know we don’t
Prepare Your Finances for the Unknowns Read More »
Are you feeling anxious about rising interest rates and inflation? Fortunately, there are a number of alternative investments that can help lessen the effects of inflation and even help secure wealth. But is the risk worth it? Let’s Find out. Inflation may have peaked in July, but that doesn’t mean interest rates will be peaking
Investing With Rising Interest Rates and Inflation Read More »
There’s a long list of factors to consider on your road to retirement. And life insurance should be near the top of that list. This blog will go over the difference between group (employer) and individual life insurance and their advantages and disadvantages. As you approach retirement, you’re probably wondering if there are any moves
Life Insurance Employer Benefits vs. Private Policies Read More »
Knowledge is power. Keeping up to date on the latest state legislations won’t only allow Iowans to plan their finances more effectively, but it will also help you make smarter money moves on the road to retirement. Here’s what you need to know about the recent Iowa Flat Tax law change and what it means
Iowa Flat Tax law and How it Affects Retirees Read More »
Saving for retirement may be smart, but it’s getting harder for many people. Just how big your nest egg should be and how long it might last will depend not only on what you save and invest, but also on how you spend it once you do retire. Here’s how to look for ways to trim
Saving for Retirement on a Modest Income Read More »
If you are worried about paying for retirement, it is worth evaluating the pros and cons of annuities. Annuities are a great way to help provide guaranteed lifetime income in retirement while hedging against inflation and other financial woes. Which is why financial advisors and Fiduciaries alike have long recommended that their clients invest retirement
Pros and Cons of Annuity Investments 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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