Inflation, often called the “silent thief of wealth”, can have significant implications for people in various stages of life–especially those nearing retirement. The inflation report has recently been a hot topic, with the Consumer Price Index (CPI) revealing some noteworthy figures. In this blog, we’ll delve into what the latest inflation report means for retirees […]
Navigating Inflation’s Impact on Retirement Read More »
As the calendar turns to a new year, we’re presented with the golden opportunity of recalibrating our financial compasses. It’s time to set new goals for ourselves, and our team at Johnson Wealth and Income Management is here to help you reach them. Strengthening your nest egg. Investing wisely. Preparing for retirement. No matter your
Achieving Your Financial Resolutions in 2024 with Johnson Wealth and Income Management Read More »
Reflecting on 2023, it proved to be a challenging year. From the Federal Reserve’s decision to raise interest rates to the volatile fluctuations in the stock market, it felt like a lengthy journey. As we turn our attention towards 2024, we must approach retirement with objectivity and clarity. Watch the latest Capitalized Life and Retirement
2024 Challenge: What Do YOU Want from Retirement? Read More »
As the IRS intensifies its efforts for tax fairness, high-net-worth individuals and large partnerships find themselves under the microscope like never before. The IRS’s enhanced focus on auditing these groups means that every aspect of their financial lives, from income sources to investment portfolios and tax shelters, will face greater scrutiny. Here’s what you should
What You Need To Know About The Inflation Reduction Act Read More »
Gold investments have a strong track record as an asset class, serving as a hedge against inflation and global economic uncertainties. Many of us aim for a comfortable retirement, and to reach that goal, it’s essential to construct a diversified investment portfolio capable of withstanding the fluctuations in financial markets. In this blog, we’ll explore
Is Gold Right For Your Portfolio? Read More »
Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving
Maximize Your Savings: Tax Deductibility Tips for Business Owners Read More »
Financial advisors are crucial in helping individuals manage their wealth and achieve their financial goals. High-net-worth investors, in particular, often have complex financial situations that require additional guidance. Whether you’re planning for retirement, managing a windfall, or navigating other significant life events, a skilled financial advisor can provide valuable support. In this blog, we’ll explore
5 Life Events Your Financial Advisor Can Help You With Read More »
Whether updating your beneficiaries, enrolling in a new healthcare plan, or simply sitting down with your financial advisor to see if you’re on track, the end of the year is a great time to make sure you’re up to date with your retirement plan. In this blog, we will walk you through an end-of-the-year checklist
Achieving Financial Freedom: Your End of The Year Checklist Read More »
Charitable giving presents high-net-worth investors with a distinctive opportunity to impact organizations and causes close to their hearts. Giving Tuesday gives retirees a prime opportunity to amplify the effect of their charitable contributions. High-net-worth individuals (HNWI) closing in on retirement can capitalize on strategies like qualified charitable distributions from IRAs and the potential to itemize
HNWI: Charitable Giving Tips This #GivingTuesday Read More »
When it comes to the Federal Reserve, its policies wield substantial influence over consumer prices and interest rates. The choices they make today directly and profoundly impact our market, economy, and even our retirement tomorrow. Retiring wealthy is a financial goal for many Iowans. This endeavor entails disciplined savings, smart investments, and well-informed choices aimed
How FED Rates Can Affect Your Retirement 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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