A Bankrate survey ranked Iowa to be the top state to retire in last year. This had many wondering, ‘Why Iowa?” When it comes to choosing a retirement destination, wealthy individuals often have a plethora of options at their disposal. From bustling cities to exotic locales, the choices can seem endless. However, amidst the array […]
Settling Down in the Heartland: Your Guide to Retiring in Iowa Read More »
March is National Clean Up Your IRS Act Month, which serves as a timely reminder to review, organize, and streamline your tax-related documentation and strategies. Tax season is upon us! It’s a time when individuals and businesses alike take stock of their financial affairs, helping ensure compliance with tax regulations and optimize their strategies. In
National Clean Up Your IRS Act Month: Tips for Tax Season Read More »
The 2024 tax season will officially start on January 29, 2024, according to the Internal Revenue Service (IRS). Proactive tax planning can help you minimize liability, help maximize your savings, and help ensure compliance with the latest tax regulations. The IRS expects more than 128.7 million individual tax returns to be filed by the April
Now is the Time to Kickstart Your Tax Planning Strategy Read More »
Our society tells us that retirement is a wonderful time to enjoy the rewards of our hard work. However, many Americans feel anxious about their retirement future. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
The Golden Years Fear Read More »
As an Iowan close to retirement, these three words could be more financially devastating than you may think… “I. Don’t. Know.” Listen to the latest podcast with Matthew P. Johnson of Johnson Wealth and Income Management here to find out more. Capitalized Life Radio Show · The Cost of ‘I Don’t Know’
The Cost of ‘I Don’t Know’. Read More »
Thanksgiving sparks a number of discussions around the dinner table, some more welcome than others. If you have aging parents, retired parents or soon-to-be retired parents, try the below conversation starters to help them on their way to a fruitful financial future. Your golden years are a time to kick back and relax in the
How To Help Your Parents Retire Read More »
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
National Financial Planning Month with Johnson Wealth and Income Management Read More »
If you’re approaching retirement, you may have questions about how this will affect your Medicare coverage. The new Inflation Reduction Act will bring some major changes to Medicare. Here’s what you should know. People are living longer and retiring earlier. How do you account for health care costs in your retirement planning? If you’re like
Navigating the Basics of Medicare in Retirement Read More »
Saving for retirement may be smart, but it’s getting harder for many people. Just how big your nest egg should be and how long it might last will depend not only on what you save and invest, but also on how you spend it once you do retire. Here’s how to look for ways to trim
Saving for Retirement on a Modest Income Read More »
People approaching retirement look at five different components when scouting for locations: proximity to family and friends, affordability, health-care accessibility, weather, and crime. While sunny Florida might come first to mind as a retirement spot that meets those criteria, Iowa is becoming an increasingly popular place for retirees. America’s Heartland has not been getting enough
Retiring in Iowa? Read This First! 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.
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