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The True Cost of Caregiving in Retirement

November is National Caregivers Appreciation Month. Throughout the month, we recognize the incredible work they do each and every day. It’s no secret that in-home care can be expensive, and to save costs, many Americans are turning to caring for loved ones themselves. However, staying at home isn’t always the affordable option. Here’s what you need …

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Retirement Planning Tips for Veterans this Veterans Day

The ebb and flow of the U.S. economy has made retirement saving without a plan difficult. And for veterans specifically, transitioning from your life in the military, indeed makes the transition even harder. Retirement means sufficient savings and in today’s difficult economy this requires plenty of planning done in advance. It’s an unfortunate fact when …

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Do’s and Don’ts of Insurance Planning

Financial planning is the process of meeting your life goals through the proper management of your finances. It includes elements of protection, wealth creation, planning for contingencies and emergencies, as well as planning for specific milestones in life. Effective insurance planning not only provides peace of mind to you and your loved ones but can …

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Retirement Taxes You Need to Know in 2022

Less than two years after the Secure Act ushered in significant changes to the nation’s retirement system, more modifications may be on the horizon. The Ways and Means Committee released the first draft of a major tax bill in September of this year. While increasing taxes to pay for other social policies and government infrastructure …

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Safeguarding Your Retirement Savings from Cyber Attacks

Hackers have come up with more and more ways to hack into retirement savings accounts. They are increasingly targeting individual 401(k) accounts by impersonating the account owners so they can steal thousands of hundreds of dollars. Here’s how to help protect your hard-earned savings. The popular 401(k) and similar workplace retirement plans hold almost $9 trillion …

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3 Estate Planning Mistakes to Try and Avoid if you Live in Iowa

From health care, quality of life, education to fiscal stability, opportunity, and economy: Iowa has consistently been ranked one of the best states to live in America. But when it comes to Estate planning, many Iowans are falling behind. Here’s why you need to start thinking about what you’d like to do to protect your …

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What Does a Wealth Management Advisor Do?

Wealth Management Advisor, Retirement Income Planner, Fiduciary, Financial Advisor: The goal of these individual advisors is to provide an array of services, from investment management to tax strategies and estate planning. At Johnson Wealth and Income Management, we are here to offer holistic financial planning that helps your money grow with you into retirement. Very …

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