There’s a long list of factors to consider on your road to retirement. And life insurance should be near the top of that list. This blog will go over the difference between group (employer) and individual life insurance and their advantages and disadvantages. As you approach retirement, you’re probably wondering if there are any moves …
Life Insurance Employer Benefits vs. Private Policies Read More »
If you’re retired, or soon-to-be-retired, you need insurance. Finding the right insurance and correct coverage requires careful research and planning as we head into the new year. Here’s what you need to know. Your goals and priorities will probably change as you plan to retire. Along with your goals and priorities, your insurance needs may …
Financial planning is the process of meeting your life goals through the proper management of your finances. It includes elements of protection, wealth creation, planning for contingencies and emergencies, as well as planning for specific milestones in life. Effective insurance planning not only provides peace of mind to you and your loved ones but can …
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.
https://www.sec.gov
Broker Check: https://adviserinfo.sec.gov
A franchise of Retirement Income Source