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 »
BREAKING NEWS: It’s not over yet. With bank-collapse headlines startling the nation, we understand the lingering fear amongst many investors, especially those nearing retirement. As inflation cools, the overall economic condition of this country IS slowly improving, but this doesn’t mean we’re in the clear. Yet. Here’s how to make sure you’re prepared for whatever
It’s Official. It’s Not Over, Yet. Read More »
Today’s episode may not be a pleasant one, but it is an important one. YOUR money means what happens to it is YOUR responsibility. But you don’t have to go it alone. The right Fiduciary can help guide you with their knowledge, identify risk factors, and make a plan to set you up for a
It’s Your Money So It’s Your Responsibility 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 »
A rising interest environment impacts consumers differently depending on whether they are a borrower or a saver. In order to help financially secure your retirement, we need to be focused on one word: growth. Listen to the latest Capitalized Life & Retirement Show with Matthew P. Johnson here to find out more. Capitalized Life
Rising Rates – Bad for Growth But Great for Income Read More »
The key to building the right retirement portfolio is to balance risk and rewards. Planning for retirement is vital for helping to secure your financial future, and investing plays a critical role in building your nest egg. But did you know that it’s equally important to balance the risks and returns of your investments for
Investing Strategies: Balancing Risk and Return Read More »
We’re living in challenging and changing times. From inflation to interest rates, we have to be aware of the good, the bad and the ugly in order to properly evaluate our financial health. Listen to the latest Capitalized Life & Retirement Show with Matthew P. Johnson here to find out more. Capitalized Life Radio Show
Where Are We? And Where Do We Go From Here? Read More »
There are dozens of excuses for not saving for retirement. However, there are many reasons why the longer you wait to start saving, the more financially difficult it will be in the future. Here’s why developing a plan and taking advantage of every savings opportunity can help set you on a path to financial freedom
How to Help Maximize Returns from your Retirement Savings Accounts Read More »
As the last few years rocked the economy, many Americans are looking to their retirement years with dread and worry – not the Golden Years they were anticipating. Fear of the unknown is something that can affect any one of us, so as we embark on a new year, what are the top four fears
Golden Years Fears Read More »
With Fall officially here, now is the perfect time to do your financial checkup with Johnson Wealth & Income Management. You’ve made it through the first nine months of the year and it’s time to take a break from barbecues and beaches to review your finances. With summer officially closed, and Fall beginning, now is
7 Steps for Your Fall Financial Checkup 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.
https://www.sec.gov
Broker Check: https://adviserinfo.sec.gov
A franchise of Retirement Income Source
