johnson wealth and income management

Considerations When Building a Retirement Plan

If you’ve invested years in growing your retirement savings, it’s natural to want to protect those hard-earned assets. Despite your diligent savings efforts, unexpected financial challenges are always a possibility. But with careful preparation, you can establish a plan that helps provide peace of mind as you approach your golden years. In this blog, we’ll …

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charitable giving

Tax-Friendly Charitable Giving Strategies for Retirees

As the leaves start to turn, you can turn your attention to autumn-themed ways to give back through volunteering or donating. Charitable giving can help those in need and give retirees purpose and fulfillment. However, tax considerations are crucial in charitable donations, especially for retirees living on fixed incomes.  In this blog, we will explore tax-friendly charitable giving strategies that …

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Exploring Alternative Investment Options

Investment options like bonds, stocks, and mutual funds often dominate the conversation. However, while these traditional asset classes are essential parts of a balanced portfolio, it’s crucial not to overlook the value that alternative investments can bring. This blog will explore alternative investments, mainly focusing on real estate, private equity, and more. The objective is …

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