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 […]
Navigating the Basics of Medicare in Retirement Read More »
What’s the secret to a more successful retirement? Making the unknowns known. “There are known knowns. These are things we know that we know. There are known unknowns. That is to say, there are things that we know we don’t know. But there are also unknown unknowns. There are things we don’t know we don’t
Prepare Your Finances for the Unknowns Read More »
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 »
Bear markets are nerve-wracking for any investor, but especially for retirees or those close to retirement. Making the right moves with your investments and retirement plan is key when the stock market is in free fall like it has been. Here’s how to stand up to a bear market as we navigate this volatile time.
Retirement Planning in a Bear Market 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
5 Questions You Need To Ask Your Financial Advisor Read More »
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
What Does the SECURE Act 2.0 Mean for Me? Read More »
Stress Awareness Month has been recognized every April since 1992, but this year it seems particularly important. When it comes to financial planning, learning to cope with our stress and finding healthy ways to deal with these situations can go a long way in living a healthy and positive life. Every year, the sole purpose
Taking the Stress Out of Retirement Planning this Stress Awareness Month Read More »
Knowledge is Power. And it takes knowledge – not money, to make money. Becoming wealthy is a steep learning curve and most end up drowning in the sea of online resources without making it to the wealthy shore. Here, we discuss just why knowledge is the ultimate asset when it comes to money and how
Johnson Wealth and Income Management: A Wealth of Knowledge Read More »
Retirement is an opportunity to create a life that truly reflects who you are. Are you ready for a radical shift in your daily life? From financial issues to emotional stability, here’s how creating balance could lead to a healthier and wealthier lifestyle in your retirement years. Set money aside for the moment, and think
Iowa Fiduciary Services Part 6: Lifestyle Balance Read More »
As an Iowa-based Fiduciary, Matthew P. Johnson of Johnson Wealth and Income Management is committed to helping people just like you create solutions for their retirement assets. But what some people don’t realize is his compassion and dedication for putting his clients first, and always acting in their best interests first and foremost. Here, a member
Q&A: Meet Matthew P. Johnson 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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