Iowa Fiduciary

The 4% Rule

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

News /

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

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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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Fiduciary

Why Trust Matters: The Importance of Working with a Fiduciary Financial Advisor

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Trust is the cornerstone of any successful relationship, and this is particularly true when it comes to financial planning. Whether you’re saving for retirement or managing investments, the person you trust with your financial future plays a crucial role in achieving your goals. However, not all financial advisors are created equal. There’s a significant difference

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Investment Strategy

Shifting from Growth to Income: How to Adjust Your Investment Strategy for Retirement

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As retirement approaches, many high-net-worth individuals (HNWIs) in Iowa find themselves at a crucial juncture in their financial journey: transitioning from a growth-oriented investment strategy to one that emphasizes income.  This shift is pivotal in helping ensure that your portfolio not only preserves wealth but also provides a steady and reliable income stream throughout retirement.

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Retirement Planning for Couples

A Guide to Retirement Planning for Couples

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As couples approach retirement, the landscape of financial planning changes dramatically. The decisions you make together in the years leading up to retirement will significantly impact your financial security, lifestyle, and peace of mind in your golden years. For high-net-worth individuals (HNWIs) in Iowa, the stakes are even higher, given the complexity of managing significant

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The Last Call

2023 Shows /

Recent world news has been intense—Federal Reserve changes, interest rates, and the upcoming election might have your head spinning. Understanding how these factors impact your financial future is crucial. In today’s latest episode of the Capitalized Life & Retirement Show, Matthew P. Johnson breaks down these complex topics, offering insights and strategies to help you

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Debt Free Retirement

Should You Pay Off Debt Before Retirement?

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As retirement approaches, one of the most pressing financial questions individuals face is whether to prioritize paying off debt or focus on building retirement savings. The decision to enter retirement debt-free carries significant advantages, including reduced financial stress, greater flexibility with fixed income, and the preservation of retirement savings for essential expenses and enjoyment.  However,

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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

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