Fiduciary Iowa

Achieving Financial Freedom in Retirement with Johnson Wealth and Income Management

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 »

Legacy Planning: Help Your Wealth Live On

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 »

Why You Shouldn’t Solely Rely on Social Security in Retirement and How to Maximize Your Retirement Income

Relying solely on Social Security benefits for retirement income may not provide the financial security you need in your golden years.  While Social Security can be a valuable asset, understanding its limitations and exploring additional income sources is crucial for a comfortable retirement.  In this blog, we’ll delve into why depending solely on Social Security

Why You Shouldn’t Solely Rely on Social Security in Retirement and How to Maximize Your Retirement Income Read More »

Iowa Fiduciary Tax Season

Now is the Time to Kickstart Your Tax Planning Strategy

The 2024 tax season will officially start on January 29, 2024, according to the Internal Revenue Service (IRS). Proactive tax planning can help you minimize liability, help maximize your savings, and help ensure compliance with the latest tax regulations. The IRS expects more than 128.7 million individual tax returns to be filed by the April

Now is the Time to Kickstart Your Tax Planning Strategy Read More »

Iowa Fiduciary

Should Your Retirement Plan Include Long-Term Care Insurance?

Planning for retirement in Iowa encompasses various financial aspects, from accumulating savings to managing investments, and envisioning your desired lifestyle. While many focus on building a robust nest egg, overlooking the potential need for long-term care can jeopardize financial security in later years. In today’s economic environment, incorporating long-term care insurance into your retirement plan

Should Your Retirement Plan Include Long-Term Care Insurance? Read More »

Iowa Fiduciary

Achieving Your Financial Resolutions in 2024 with Johnson Wealth and Income Management

As the calendar turns to a new year, we’re presented with the golden opportunity of recalibrating our financial compasses. It’s time to set new goals for ourselves, and our team at Johnson Wealth and Income Management is here to help you reach them. Strengthening your nest egg. Investing wisely. Preparing for retirement. No matter your

Achieving Your Financial Resolutions in 2024 with Johnson Wealth and Income Management Read More »