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Retirement White Papers

Retirement White Papers

Retirement White PapersJohnson Wealth and Income Management2026-08-14T11:38:54-05:00
  • Why Investing in Mutual Funds Could Jeopardize Your Retirement Plans
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  • Year-End Financial Planning Checklist
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  • Women, Money & Retirement- Separating Fact from Fiction
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  • Understanding Price-to-Earnings Ratios
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  • The Case for Fixed Income
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  • Secure Act 2.0
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  • Proactive Tax-Saving Strategies
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  • Passive Income For Retirement
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  • Investing for Income in the Stock Market
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  • Introduction to the Universe of Income-Generating Financial Strategies
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  • How to Give and Receive Charitable Contributions
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  • How Much Do I Need to Retire
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  • Hard Lessons of the Stock Market
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  • Guide to Aging
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  • Don’t Let Long-Term Care Be Your Financial Blindspot
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  • Building Blocks of Retirement
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  • Are your Allocations Right for Social Security?
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Johnson Wealth and Income Management LogoJohnson Wealth and Income Management Logo
(515) 332-7000(515) 332-7000
jwimevents@soundincomestrategies.comjwimevents@soundincomestrategies.com

12 3rd Street North
Humboldt, IA 50548

11 Plaza Drive
Clear Lake, IA 50428

213 N. Ankeny Blvd.
Suite 120
Ankeny, IA 50023

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Copyright 2026 © All Rights Reserved.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Johnson Wealth and Income Management. 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 to lose 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. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, 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, LLC. Retirement Income Source, LLC and Sound Income Strategies LLC are associated entities. © 2026 Sound Income Strategies

https://www.sec.gov
Broker Check: https://adviserinfo.sec.gov

A franchise of Retirement Income Source

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Terms and Conditions Effective Date: May 1, 2026 These Terms and Conditions govern your use of the Johnson Wealth & Income Management website (“Website”). By accessing or using this Website, you agree to comply with these Terms and Conditions. If you do not agree with these terms, please do not use this Website.   Website Use The content provided on this Website is for informational and educational purposes only. It should not be interpreted as investment advice, financial planning advice, legal advice, or tax advice. Your use of this Website does not create an advisory relationship between you and Johnson Wealth & Income Management. An advisory relationship can only be established through the execution of a formal written agreement with the firm.   No Guarantee of Results Information provided on this Website is believed to be accurate at the time it is published; however, Johnson Wealth & Income Management does not guarantee the completeness or accuracy of the information. 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Johnson Wealth & Income Management and Sound Income Strategies, LLC may only transact business in states where they are properly registered or exempt from registration. Nothing on this Website should be interpreted as a solicitation to provide investment advisory services to individuals in jurisdictions were doing so would be unlawful. All investment strategies involve risk, including the potential loss of principal. No investment strategy can guarantee profits or protect against losses in all market conditions. Any references to past performance, investment strategies, or market commentary are provided for informational purposes only and should not be relied upon when making investment decisions. Before implementing any investment strategy, individuals should consult with a qualified financial professional and consider their individual financial circumstances, risk tolerance, and objectives.   Website & Marketing Disclosures Johnson Wealth & Income Management may publish articles, educational materials, videos, and other content related to financial planning, retirement planning, investment management, and related topics. This content is intended for general educational purposes only and does not constitute personalized financial advice. Any examples, illustrations, or hypothetical scenarios presented are for explanatory purposes only and do not represent actual client experiences or guaranteed outcomes. Some content on this Website may include links to external websites, educational resources, or third-party materials. These resources are provided for informational purposes only and do not constitute endorsement by Johnson Wealth & Income Management. 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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. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, 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, LLC. Retirement Income Source, LLC and Sound Income Strategies LLC are associated entities. © 2025 Sound Income Strategies https://www.sec.gov Broker Check: https://adviserinfo.sec.gov A franchise of Retirement Income Source
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