Effective estate planning is an essential part of your end-of-life plan and shouldn’t be ignored. Not having an estate plan can lead to confusion about your wishes, as well as emotional stress for your family. As retirees in Iowa embark on the next chapter of their lives, planning for the future is essential. More than …
Think your estate plan is a one-and-done task? Think again. January is arguably the best time to refresh your estate plan. If “getting organized” was one of your New Year’s resolutions, organizing your estate plan should be a part of that goal. Here’s what you need to know to get started with Johnson Wealth and …
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Ready to reshape your finances in the year ahead? Whether you’re in retirement, near retirement, or just want your financial house in order, this article is for you. It’s nearly the new year– a time when we all make resolutions and set goals for ourselves. But if you are like most people, you might not …
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We are nearing the end of the year and financial planning season. With the stress of everything else that occurs during this time, wealth management can seem like a big task, but we’re here to help. At Johnson Wealth and Income Management, our commitment is to help you work towards achieving all of your financial …
Thanksgiving sparks a number of discussions around the dinner table, some more welcome than others. If you have aging parents, retired parents or soon-to-be retired parents, try the below conversation starters to help them on their way to a fruitful financial future. Your golden years are a time to kick back and relax in the …
Cold Iowa winters are right around the corner, which also means 2022 is coming to a close. Now is the time to analyze your finances, help prepare for the last few months and plan for the year ahead. Johnson Wealth & Income Management is here to help you close out the year confidently, make this …
Fall is but days away, and what better way to help prepare for the busiest season of the year than making adjustments to your retirement plans? We all are guilty of spending more time planning our holidays than we do planning for our golden years. But by doing so, we make the basic mistake of …
Investing in real estate is one of many ways to set aside funds for retirement. If diversifying your savings is a golden-year goal, then including real estate could be an advantageous strategy. Iowa is perhaps one of the most retiree friendly states in the United States. Its low cost of living and substantial tax benefits …
Should Iowans Include Real Estate in Their Retirement Plan? Read More »
Simply “settling” for a financial advisor is never a good move. Knowing what questions to ask a financial advisor will save you time, effort, and money. To help you find the right advisor in 2022 here are the best questions to ask. Planning your financial future can sometimes be overwhelming. While you may be good …
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While we’re sure mom LOVES flowers and chocolates on Mother’s Day, the unconventional gift of a retirement plan could be the gift she’s always wanted – and needed. Our mothers do so much for us without us even knowing. American moms oversee housework, child care, elder care, cooking, problem solving, scheduling appointments, and anything else …
This Mother’s Day, Give the Gift of Retirement Security 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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