wealth management

Financial Planning

End-of-Year Financial Planning

For individuals approaching retirement, year-end financial planning is an opportunity to review and refine their financial strategies. This process not only helps prepare for a financially stable retirement but also helps ensure that wealth management aligns with current goals, risk tolerance, and the ever-changing tax and economic environment. At Johnson Wealth and Income Management, we

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Retirement Income

Boosting Your Retirement Income With Johnson Wealth and Income Management

As you approach retirement, enhancing your retirement income becomes crucial for helping secure a sustainable financial future. For affluent Americans, the challenge isn’t just about preserving wealth—it’s about growing it to support a lifestyle that extends beyond basic living expenses. In fact, according to a 2023 UBS Global Wealth Management report, 60% of high-net-worth individuals

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Fraud Awareness Week

International Fraud Awareness Week: Protecting Your Retirement Funds

International Fraud Awareness Week highlights a pressing issue affecting many Americans, particularly those approaching retirement: the threat of financial fraud.  In 2023, the Federal Trade Commission (FTC) found that older adults had reported losing more than $1.9 billion to fraud. Because the vast majority of frauds are not reported, this figure represents only a fraction

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Long-Term Retirement Investment Strategies

Long-Term Retirement Investment Strategies

As Americans approach retirement, crafting a well-structured long-term investment strategy becomes crucial for helping to secure financial stability in their golden years.  In Iowa, where retirement planning remains a vital concern for those approaching 65, Johnson Wealth and Income Management is highly experienced in helping clients achieve their financial goals while navigating the complexities of

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