Today, we’re opening the virtual mailbag to answer the most pressing questions we receive here at Johnson Wealth and Income Management. Today’s listener, Judith, asks, “I’m on a fixed income, pay rent, have my Social Security income, pension, CDs, and insurance policies. But I’m not invested in stocks, and this income still isn’t enough to …
As we celebrate National Financial Awareness Day, we must recognize that retirement planning is not a one-size-fits-all process. While retirement is an exciting phase of life, it can also be unpredictable, especially in today’s ever-changing economic landscape. In this blog, we will delve into essential tips to help you secure a financially stable future. So, …
How to Help Prepare for an Unpredictable Retirement Read More »
“The shortest distance between two places is a straight line.” In retirement planning, this translates to driving a personal goal straight to a dream destination: It sounds easy, right? But it’s not always smooth, straight roads on your journey to retirement. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here …
We all strive for a smooth transition to retirement. And when we get there, we want to enjoy the fruits of our labor. But it doesn’t always pan out that way – at least not without proper planning. Matthew P. Johnson discusses the top three questions you should ask yourself to help you achieve your …
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 »
Are you an Iowan who is retired or planning to retire soon? Do you have a wealth plan in place to create the retirement you want? When you create wealth, you set your money to work for you, rather than the other way around. Let’s take a deeper look… Planning for retirement comes in many …
5 Great Practices for Generating Wealth in Retirement Read More »
Married couples often have a lot of financial planning to do. You may have a goal of moving somewhere tropical and enjoying your golden years on a beach, or you might want to stay where you are and spend time with friends and family. Regardless of how you envision your retirement years, it is important …
Business shutdowns triggered by COVID-19 pushed millions out of work and thrust the stock market into a sharp downturn in the spring of 2020. Fast forward to March 2021, Iowans are rethinking their near-term and long-term financial plans, including pushing back their retirement date. Retirement is something most people look forward to regardless of how …
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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