Estate planning is an essential part of wealth management, and it involves organizing and distributing your assets after death. While it may not be the most compelling topic, it’s crucial to get organized now to help ensure that loved ones are cared for after you pass away. In this blog, we’ll delve into the importance […]
Estate Planning with Johnson Wealth and Income Management Read More »
Investing can be tricky, and tricky could mean costly. Stable value funds are designed to provide a steady return on investment while helping to minimize risk, making them an attractive option for many investors. Let’s take a detailed look into these investment tools so you can make informed decisions on whether to include them in
Are Stable Value Funds For You? Read More »
As you approach retirement, it’s essential for Iowans to understand the Social Security changes that may impact your benefits. Social Security is a critical source of income for many retirees, and making informed decisions about when to start collecting benefits can affect your retirement income. In this blog, we will discuss some essential Social Security changes
Are Your Retirement Ready? Social Security Updates for Iowans Read More »
Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving
Is Your Inaction Killing Your Chances of a Comfortable Retirement? Read More »
As we live longer and healthier lives, many governments worldwide are reconsidering the age at which individuals can retire and start receiving pensions. Recently, a growing debate in the U.S. has been about raising the retirement age to 70. Here’s what it could mean for your retirement plan. Congress has approved several new laws impacting
Is the Retirement Age Increasing in the USA? Read More »
Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving
Understanding Universal Life Insurance Read More »
Before cashing out your 401(k) for immediate funds, consider the potential long-term consequences. In this blog, we’ll discuss important factors to consider regarding your retirement savings and what you need to know to make informed decisions. You know the goal of your 401(k) plan is to save. But while you’ve been working hard to contribute
Factors to Consider Before Cashing Out Your 401(k) Read More »
When planning for retirement, the earlier you start saving, the better off you could be, thanks to the power of
How To Maximize Retirement Read More »
Tax Day is tomorrow! Are you prepared? These last-minute tax tips will help you handle Tax Day like a pro and potentially save you some cash and stress along the way. We all dislike paying taxes. Still, the saying coined by Ben Franklin more than 200 years ago—“Nothing is certain except death and taxes”—rings true
Last Minute Tax Filing Tips for Iowans Read More »
Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving
Matthew P. Johnson on Cheddar TV 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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