Iowa retirement planning

The 4% Rule

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

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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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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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Retirement Risk

Balancing Risk and Opportunity in Retirement

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Achieving a stable and comfortable retirement requires careful planning and consideration. One of the most critical aspects of retirement planning is balancing risk and opportunity.  Planning for a secure retirement while still allowing for growth and financial stability involves navigating various risks and capitalizing on opportunities. In this blog, we’ll explore how to strike the

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financial advisor

5 Signs You Need a Fiduciary Advisor

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Managing finances can be challenging, especially given the myriad of investment options, tax implications, and retirement planning strategies available today.  While some people thrive on the challenge of financial planning, others might find it overwhelming. This is where a financial advisor can be invaluable. Here’s what you need to know. What Is a Fiduciary Advisor?

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Healthcare Costs in Retirement

Planning for Healthcare Costs in Retirement

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Healthcare continues to be one of the largest expenses in retirement. As life expectancy increases, so do the years we spend in retirement, making it essential to plan for these monumental expenses meticulously. Advances in medical technology and healthcare have extended our lifespans, allowing many to enjoy decades in retirement. While this longevity is a

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