Resources

Considerations When Building a Retirement Plan

If you’ve invested years in growing your retirement savings, it’s natural to want to protect those hard-earned assets. Despite your diligent savings efforts, unexpected financial challenges are always a possibility. But with careful preparation, you can establish a plan that helps provide peace of mind as you approach your golden years. In this blog, we’ll

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Matthew P. Johnson on “The Watch List” with Nicole Petallides

September is typically a weak month for stocks. The lack of economic updates makes some traders wait for more info about a possible rate increase from the Federal Reserve. Should you be concerned about your portfolio? Here, Matthew P. Johnson of Johnson Wealth and Income Management joins Nicole Petallides on the Watch List to discuss

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charitable giving

Tax-Friendly Charitable Giving Strategies for Retirees

As the leaves start to turn, you can turn your attention to autumn-themed ways to give back through volunteering or donating. Charitable giving can help those in need and give retirees purpose and fulfillment. However, tax considerations are crucial in charitable donations, especially for retirees living on fixed incomes.  In this blog, we will explore tax-friendly charitable giving strategies that

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