Many of us are familiar with the basics of taxes, but navigating the tax implications of investing or selling assets requires a deeper understanding. Tune in to the latest episode of the Capitalized Life and Retirement Show with Matthew P. Johnson to gain valuable insights into optimizing your tax strategy. Matthew P. Johnson is President […]
Taxes Unveiled: Short vs Long Term Implications Read More »
Choosing the right financial partner is crucial and can significantly impact your retirement outlook. Whether planning for retirement, saving for a big purchase, or navigating complex investment decisions, a knowledgeable and trustworthy financial advisor can provide invaluable guidance. In this blog, we’ll explore key factors to consider when searching for the right financial advisor in
Choosing the Right Financial Advisor in Iowa Read More »
Retirement planning is a cornerstone of financial security, yet for small business owners with big responsibilities, it can often seem like an unreachable goal. With the complexities of managing operations, handling finances, and striving for growth, planning for retirement can easily take a back seat as a business owner. However, neglecting retirement planning can have
A Small Business Owner’s Guide to Retirement Planning Read More »
New labor data last week shows that U.S. prices in March rose 3.5% from a year ago, hotter than economists expected and the third straight month that inflation has accelerated. What does this mean to investors? Should you make changes to your investment portfolio or wait? Tune in to the Capitalized Life and Retirement Show
Does the thought of retirement stress you out? Have you ever considered extending your working years as part of your retirement plan? If you’re nearing retirement age, you’re not alone. Tune in to the Capitalized Life and Retirement Show with Matthew P. Johnson to discover strategies for easing these concerns on your journey to a
Dubious Retirement Read More »
Let’s take a look at the recent trends in the stock market over the past few months. Are we witnessing signs of overheating? Are there indications of increased market volatility? Tune in to today’s Capitalized Life and Retirement Show, where Matthew P. Johnson will provide key market monitoring tips.
Bubblicious Market Read More »
A Bankrate survey ranked Iowa to be the top state to retire in last year. This had many wondering, ‘Why Iowa?” When it comes to choosing a retirement destination, wealthy individuals often have a plethora of options at their disposal. From bustling cities to exotic locales, the choices can seem endless. However, amidst the array
Settling Down in the Heartland: Your Guide to Retiring in Iowa Read More »
Welcome to Financial Literacy Month! April provides an invaluable opportunity to shed light on the intricate financial challenges that confront aging Americans as they approach retirement. Discover the pivotal role financial literacy plays in helping secure a prosperous retirement journey here. At Johnson Wealth and Income Management, located right here in the heart of Iowa,
Are You Clued Up on Your Financial Literacy? Read More »
Retirement should be a time of relaxation, fulfillment, and freedom from financial worries. However, achieving financial freedom in retirement requires careful planning, prudent investing, and expert guidance. In this blog, we’ll explore how you can realize your dream of financial independence during your golden years with the help of Johnson Wealth and Income Management. Why
Achieving Financial Freedom in Retirement with Johnson Wealth and Income Management Read More »
As we journey through life, accumulating wealth and achieving success, it’s natural to want to leave a lasting legacy for future generations. Legacy planning goes beyond traditional estate planning by encompassing not only the transfer of financial assets but also the preservation of family values, traditions, and aspirations. In this blog, we’ll explore the importance
Legacy Planning: Help Your Wealth Live On 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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