What’s been happening in the market, and why are we seeing a resurgence? The market has shown signs of vitality, with asset values on the rise and portfolios experiencing growth. So, what’s the explanation behind this phenomenon? Watch the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more. Matthew P. […]
How Interest Rates Impact Prices: What You Need to Know Read More »
Inflation, often called the “silent thief of wealth”, can have significant implications for people in various stages of life–especially those nearing retirement. The inflation report has recently been a hot topic, with the Consumer Price Index (CPI) revealing some noteworthy figures. In this blog, we’ll delve into what the latest inflation report means for retirees
Navigating Inflation’s Impact on Retirement Read More »
Investing can be tricky, and tricky could mean costly. Stable value funds are designed to provide a steady return on investment while helping to minimize risk, making them an attractive option for many investors. Let’s take a detailed look into these investment tools so you can make informed decisions on whether to include them in
Are Stable Value Funds For You? Read More »
There are dozens of excuses for not saving for retirement. However, there are many reasons why the longer you wait to start saving, the more financially difficult it will be in the future. Here’s why developing a plan and taking advantage of every savings opportunity can help set you on a path to financial freedom
How to Help Maximize Returns from your Retirement Savings Accounts Read More »
If you are worried about paying for retirement, it is worth evaluating the pros and cons of annuities. Annuities are a great way to help provide guaranteed lifetime income in retirement while hedging against inflation and other financial woes. Which is why financial advisors and Fiduciaries alike have long recommended that their clients invest retirement
Pros and Cons of Annuity Investments Read More »
A monthly financial review meeting is a good starting point to help ensure your retirement plan is staying on track. However, checking your progress halfway through your fiscal year will present you with a bigger picture and may help you notice and resolve problems within your current portfolio. A mid-year review also allows you to
6 Months of Data: Revisiting Your Retirement Plan Read More »
Sometimes, investing can be intimidating, but it doesn’t have to be. To avoid costly mistakes, it helps to know what to watch out for. As human beings, we make mistakes. Including when it comes to our financial planning and investments. Making critical financial planning mistakes can cost you tens of thousands of dollars in the
4 Investment Planning Mistakes to Avoid. 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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