johnson wealth and income management

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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financial wellness

National Wellness Month: Tips for Financial Wellness as You Near Retirement

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August is widely recognized as Wellness Month, a time dedicated to prioritizing various aspects of well-being. While physical and mental health are often the focus, financial wellness is equally crucial, especially for older adults nearing retirement.  Financial wellness can help ensure a secure and comfortable retirement, free from financial stress and uncertainty. Here’s what you

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Iowa Fiduciary

Are CDs Right for Your Retirement Portfolio?

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As retirement approaches, investments take on a new level of significance. The choices made now can significantly impact the quality of life during those golden years. Among the array of investment options available, Certificates of Deposit (CDs) often emerge as a consideration for those seeking stability and security.  But are CDs truly the right investment

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