Iowa estate planning

iowa fiduciary

Seizing Opportunity: Is Now Is the Time to Invest in Annuities?

News /

With economic uncertainties and market fluctuations, it’s natural to feel uneasy about your financial security. However, now might be the perfect time to consider purchasing annuities to help safeguard your retirement income. Annuities are financial products that provide a stream of income payments to the holder over a specified period, typically during retirement. They are […]

Seizing Opportunity: Is Now Is the Time to Invest in Annuities? Read More »

How to Handle Your Beneficiaries with a Blended Family

Webinars /

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 »

Iowa Fiduciary

Refresh Your Estate Plan with Johnson Wealth and Income Management

News /

Think your estate plan is a one-and-done task? Think again.  January is arguably the best time to refresh your estate plan. If “getting organized” was one of your New Year’s resolutions, organizing your estate plan should be a part of that goal. Here’s what you need to know to get started with Johnson Wealth and

Refresh Your Estate Plan with Johnson Wealth and Income Management Read More »

Iowa Fiduciary

Financial New Year’s Resolutions with Johnson Wealth and Income Management

News /

Ready to reshape your finances in the year ahead? Whether you’re in retirement, near retirement, or just want your financial house in order, this article is for you.  It’s nearly the new year– a time when we all make resolutions and set goals for ourselves. But if you are like most people, you might not

Financial New Year’s Resolutions with Johnson Wealth and Income Management Read More »

Facebook-f Youtube
Copyright 2024 © 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 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. 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. © 2024 Sound Income Strategies

https://www.sec.gov
Broker Check: https://adviserinfo.sec.gov
A franchise of Retirement Income Source