While achieving financial stability and improving your quality of life during retirement is important, it’s equally vital to consider the broader dimensions of your life’s journey. Discover how lifestyle planning can change your perspective on retirement preparation by listening to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here.
Fiduciaries prioritize their clients’ success when it comes to retirement savings. The five P’s can be a helpful framework in helping ensure that your retirement planning is on the right track. Find out what the “Five P’s” are by listening to the latest Capitalized Life and Retirement show here.
Many people own life insurance, but they often find it intimidating and shrouded in mystery. You might think about the agent who sold it to you or the company you got it from, and then you seldom hear from them again. However, life insurance is important and can affect you and your loved ones in …
Have you ever found yourself lost in an unfamiliar place? The road to retirement can feel like getting lost in a foreign destination. In a world full of chaos and unpredictability, a financial advisor can make a big difference. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn …
The U.S. Department of Labor announced Oct. 31 a proposed rule to expand the scope of investment advice from a financial professional that would be considered a ‘Fiduciary’ under the Employee Retirement Income Security Act and Internal Revenue Code. Aligned with the Biden-Harris administration’s efforts to help protect retirement investors, the proposal would require trusted …
New Retirement Savings Rule: Putting Your Interests First Read More »
The Federal Reserve has continuously used vague language regarding the rate hike cycle. Economists expected an increase, and many were relieved there wasn’t one. But what does it mean for the rest of the year? Here, Matthew P. Johnson of Johnson Wealth and Income Management joins Nicole Petallides on the Schwab Network to discuss the …
Matthew P. Johnson on “Schwab Network” with Nicole Petallides Read More »
When saving for your golden years, risks and opportunities present themselves in various forms, each with its own set of unique characteristics. Recognizing and effectively managing these elements during retirement is essential to help secure a financial future. A substantial risk that looms over many retirees is the fear of running out of money. This …
Identifying Risks and Opportunities in Retirement Read More »
Today, we’re addressing a common question received at Johnson Wealth and Income Management. Our listener for today, Janet, is still working and relies on a financial advisor. In 2022, she experienced significant financial losses and hasn’t bounced back yet. She’s been on a financial rollercoaster. Her advisor claims she’s secure, but she’s uncertain about what …
You’ve diligently saved and invested in securing a comfortable retirement fund, but one often underestimated factor can throw a wrench into your well-laid plans: inflation. The erosion of purchasing power due to inflation can significantly impact your retirement lifestyle and financial security. In this blog, we will explore how to help curb inflation in retirement. …
If you’re getting ready to retire or thinking about retirement, it’s important to get your finances in order. The first step is meeting with a Fiduciary Advisor. They can help you address the most fundamental retirement question of all. Watch the latest Capitalized Life and Retirement Show podcast with Matthew P. Johnson here to learn 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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