As an Iowan close to retirement, these three words could be more financially devastating than you may think… “I. Don’t. Know.” Listen to the latest podcast with Matthew P. Johnson of Johnson Wealth and Income Management here to find out more. Capitalized Life Radio Show · The Cost of ‘I Don’t Know’
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 …
October is National Financial Planning Month and what better way to get started than with Johnson Wealth and Income Management. With the holidays right around the corner, National Financial Planning Month is a great time to plan ahead and take advantage of your financial health. If your retirement is just years away, now is the …
National Financial Planning Month with Johnson Wealth and Income Management Read More »
If you’re approaching retirement, you may have questions about how this will affect your Medicare coverage. The new Inflation Reduction Act will bring some major changes to Medicare. Here’s what you should know. People are living longer and retiring earlier. How do you account for health care costs in your retirement planning? If you’re like …
Saving for retirement may be smart, but it’s getting harder for many people. Just how big your nest egg should be and how long it might last will depend not only on what you save and invest, but also on how you spend it once you do retire. Here’s how to look for ways to trim …
People approaching retirement look at five different components when scouting for locations: proximity to family and friends, affordability, health-care accessibility, weather, and crime. While sunny Florida might come first to mind as a retirement spot that meets those criteria, Iowa is becoming an increasingly popular place for retirees. America’s Heartland has not been getting enough …
The House of Representatives has passed a bill that will improve the retirement savings system for U.S. workers, moving it closer to becoming law. But how will this affect those retiring in Iowa? The SECURE Act 2.0 builds on setting every community up for the Retirement Enhancement (SECURE) Act, signed into law in December 2019 …
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 »
Taxes: One word that strikes fear into the hearts of many. Yet this financial burden won’t be going anywhere soon. Proper tax planning makes it easier to build your personal finances and afford the things you want. Additionally, by anticipating taxes when you create your financial plan, it’s possible to significantly boost how much money …
Retirement planning is now no longer just about your financial future. To have a more comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all; for you, your spouse, and your family. When it comes to retirement planning, you want to help ensure your financial safety for you and your …
Every Iowa Retirement Plan Should Include These Four Steps 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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