There are a number of tax-saving strategies that can help to reduce what you owe in retirement. The key is knowing which ones to implement, based on your specific financial situation. Tax strategies are crucial in retirement planning, shaping the path to a fulfilling and leisurely life. As you bid farewell to the daily grind […]
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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
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Retirement is a time that many people look forward to. It’s time to finally sit back and enjoy some well-deserved rest and relaxation. However, with any major life change it’s important to plan ahead and help be prepared for the unexpected. To help retirees in Iowa face these financial challenges with confidence, Johnson Wealth and
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Iowa may not be the first place that comes to mind when considering retirement destinations, but this Midwestern state has a lot to offer retirees. With its affordable cost of living, beautiful natural scenery, and friendly communities, Iowa can be an excellent choice for those looking to settle down and enjoy their golden years. In this
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Iowa is known for many things, including corn and pork production, political caucuses, and the Iowa State Fair. But retirement planning? Not so much. Here’s why you need to pay attention to your 401(k) and why it is one of the best options you have to save for retirement. If you are a pre-retiree still
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October is National Financial Planning Month and what better way to get started than with Johnson Wealth and Income Management. With the holidays right around the corner, National Financial Planning Month is a great time to plan ahead and take advantage of your financial health. If your retirement is just years away, now is the
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We all know divorce can be emotionally and financially challenging. But many of us don’t know how to help protect ourselves – and our families – after a lengthy divorce. The Fiduciaries at Johnson Wealth and Income Management are often presented with “what if” questions that span in this often-gray area. Here’s what you need
Can My Ex-Spouse Inherit My Wealth? Read More »
Many Iowans think Estate Planning is a one-and-done task. But updating your plan as circumstances change could prove fundamental in preserving your loved ones later down the line. Families change, assets change, relationships change and legislation always seems to be in flux, so keeping your estate plan current is an ongoing priority. Let’s look at
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Estate planning is meant to focus on organizing your estate in advance and managing disposal, in case the worst should happen. When you hear the words “estate planning,” you could think of elaborate mansions, huge stock portfolios, rare art pieces, fine jewelry and other pricey possessions like cars – all left by elderly, wealthy family
3 Misconceptions About Estate Planning in Iowa Read More »
Financial advisors can help people manage their money and reach their financial goals. The advisor you choose will depend on your financial situation and your needs. With financial pressures mounting during the coronavirus pandemic, everyone could use a little help to stay on course with their retirement plans. Financial advisors can provide a range of
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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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