Best Iowa-based fiduciary

Fraud Awareness Week

International Fraud Awareness Week: Protecting Your Retirement Funds

International Fraud Awareness Week highlights a pressing issue affecting many Americans, particularly those approaching retirement: the threat of financial fraud.  In 2023, the Federal Trade Commission (FTC) found that older adults had reported losing more than $1.9 billion to fraud. Because the vast majority of frauds are not reported, this figure represents only a fraction

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Long-Term Retirement Investment Strategies

Long-Term Retirement Investment Strategies

As Americans approach retirement, crafting a well-structured long-term investment strategy becomes crucial for helping to secure financial stability in their golden years.  In Iowa, where retirement planning remains a vital concern for those approaching 65, Johnson Wealth and Income Management is highly experienced in helping clients achieve their financial goals while navigating the complexities of

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Retirement Plan

The Benefits of Regularly Reviewing and Updating Your Retirement Plan

Achieving a comfortable retirement requires more than just a written outline—it demands a strategy that evolves with changing financial landscapes.  A national opinion poll finds that working-age Americans are increasingly worried about retirement.  According to the ‘Retirement Insecurity 2024: Americans’ Views of Retirement’ study, when asked if the nation faces a retirement crisis, 79 percent

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The 4% Rule

Rethinking the 4% Rule: Is It Still Relevant for Today’s Retirees?

The 4% rule has long been considered a cornerstone of retirement planning. Introduced in the 1990s, it has provided a simple guideline: retirees should withdraw 4% of their retirement savings annually to help ensure their nest egg lasts through their retirement years.  However, as the financial landscape evolves, many experts are questioning whether the 4%

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Retirement Income Planning

Retirement Income Planning with Johnson Wealth and Income Management

Your money doesn’t retire, YOU do! That’s why solid financial planning is essential to enjoy your golden years. That’s where Johnson Wealth and Income Management comes into play. Our dedicated fiduciary advisors aim to provide clients with customized strategies that address one of the most pressing concerns retirees face: generating reliable income that lasts a

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