The key to building the right retirement portfolio is to balance risk and rewards. Planning for retirement is vital for helping to secure your financial future, and investing plays a critical role in building your nest egg. But did you know that it’s equally important to balance the risks and returns of your investments for …
April is Financial Literacy Month, which provides an opportunity to focus on the complexity that an aging America faces as they transition to their golden years. Discover how financial literacy can help you secure a fruitful retirement here. At Johnson Wealth and Income Management, we understand the unique challenges that Iowa retirees face and are …
Celebrating Financial Literacy Month with Johnson Wealth and Income Management Read More »
Drama is raging throughout the banking sector with the collapse of SVB Bank. And as we’re on track to reach the peak of baby boomers hitting retirement in 2024, it’s only natural many are fearing a repeat of the 2007–2008 financial crisis. Is a repeat on the way, or is this a simple reminder that …
As you approach retirement age, one of the most important decisions you’ll have to make is selecting the right Medicare Coverage. With so many healthcare options available, it can be overwhelming to navigate the Medicare system and choose the best plan for your needs and budget. Below, we’ll take a look at some key factors …
Navigating Medicare: How to Choose The Best Coverage for Your Needs Read More »
As we age, our financial well-being becomes increasingly important. Retirement planning is crucial, especially for women who tend to have longer lifespans, lower retirement savings, and fewer pension benefits than men. In Iowa and across the nation, women just like you face unique challenges in retirement, but there are ways to help empower yourself and …
The rate of inflation may be cooling down, but what effect has the last few turbulent years had on your golden years? And how do you include inflation management into your future retirement plan? Let’s find out. The size of your retirement nest egg can be greatly influenced by several factors. Elements such as savings …
Inflation & How it Affects Your Retirement Savings Read More »
SECURE 2.0 is expected to reshape retirement tax incentives for years to come since the retirement savings law makes numerous changes to existing retirement account rules. Here’s what you need to know about changes to RMDs. The Secure Act 2.0 has brought a wave of changes to the retirement landscape, including significant alterations to the …
Starting a family in your 40s means you’ve had time to help get established in your career, but also that your youngest may be in university at the same time you were hoping to be retired. Here’s some pros and cons of having children later in life, and what it means for your retirement. Through …
Having Kids Later in Life? How to Plan For Retirement Read More »
There are dozens of excuses for not saving for retirement. However, there are many reasons why the longer you wait to start saving, the more financially difficult it will be in the future. Here’s why developing a plan and taking advantage of every savings opportunity can help set you on a path to financial freedom …
How to Help Maximize Returns from your Retirement Savings Accounts Read More »
A new year is a great time to reflect on the past 365 days, and look ahead to potential changes for 2023. A recent survey by the University of Pennsylvania’s Wharton School of Business asked Americans over 50 asking what their top 5 regrets are. Listen to the latest Capitalized Life & Retirement show with …
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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