Imagine you have life insurance, but not just any ordinary policy – it’s permanent life insurance. This type of policy comes with a cash value, and perhaps you find yourself in a situation where you no longer need it. Today, we’ll guide you through the four available options for handling your life insurance and its […]
Cash Value Life Insurance Read More »
What’s been happening in the market, and why are we seeing a resurgence? The market has shown signs of vitality, with asset values on the rise and portfolios experiencing growth. So, what’s the explanation behind this phenomenon? Watch the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more. Matthew P.
How Interest Rates Impact Prices: What You Need to Know Read More »
Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving
How Much of My Money Should Produce Income? 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 »
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 »
The Federal Reserve has continuously used vague language regarding the rate hike cycle. Economists expected an increase, and many were relieved there wasn’t one. But what does it mean for the rest of the year? Here, Matthew P. Johnson of Johnson Wealth and Income Management joins Nicole Petallides on the Schwab Network to discuss the
Matthew P. Johnson on “Schwab Network” with Nicole Petallides Read More »
Blended families come in various shapes and sizes, with parents, stepparents, stepchildren, and half-siblings often part of the mix. Having a plan in place for unforeseen events is crucial in any family, but it’s especially vital in blended families due to their unique dynamics. Listen to the latest Capitalized Life and Retirement Show with Matthew
How to Handle Your Beneficiaries with a Blended Family Read More »
This month, we are seeing a 400-point swing on the DOW, and as the Federal Reserve talks about the possibility of raising interest rates, it raises concern for investors. This could mean more ups and downs in the market over the next three months. However, it also presents opportunities. Here, Matthew P. Johnson of Johnson
Forecasting Future Fed Moves with Nicole Petallides Read More »
If you’re getting ready to retire or thinking about retirement, it’s important to get your finances in order. The first step is meeting with a Fiduciary Advisor. They can help you address the most fundamental retirement question of all. Watch the latest Capitalized Life and Retirement Show podcast with Matthew P. Johnson here to learn more.
Can I Afford To Retire? Read More »
We’re all sick and tired of hearing about a possible recession coming our way. Is the threat an overkill, or do we need to get prepared? It all depends on what the Feds do with interest rates. Watch the latest podcast with Matthew P. Johnson here to learn more.
Are You Financially Prepared for a Recession? 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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