Preparing for tax season can be overwhelming, but it doesn’t have to be. With a little planning and organization, you can make the process as smooth as possible. Here are some tips to help you prepare for tax season in 2023. It’s the beginning of the new year, and you might be feeling a little …
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 …
Taxes: One word that strikes fear into the hearts of many. Yet this financial burden won’t be going anywhere soon. Proper tax planning makes it easier to build your personal finances and afford the things you want. Additionally, by anticipating taxes when you create your financial plan, it’s possible to significantly boost how much money …
Many retirees look for warmer climates in their golden years, such as Arizona or Florida. However, with Iowa lawmakers working to eliminate state taxes on retirement income, Iowa really might be the ideal place for you. Iowans seeking the best place to spend their retirement years needn’t look far. If you desire a low cost …
Less than two years after the Secure Act ushered in significant changes to the nation’s retirement system, more modifications may be on the horizon. The Ways and Means Committee released the first draft of a major tax bill in September of this year. While increasing taxes to pay for other social policies and government infrastructure …
If you’ve decided on making money moves to help safeguard your financial future, make sure you’re aware of three critical moves first. Listen to Matthew discuss here.
There’s some cognitive dissonance in the saying “Do as I say and not as I do.” Today, we are being
Are you looking at your brokerage account and/or stock portfolio statements and seeing nice, big gains in your balance? Unfortunately,
While your friends and family wish nothing but the best for you, when it comes to giving financial advice, they could be (unintentionally) sabotaging your efforts to a financially stable retirement. Listen to Matthew P. Johnson discuss why if you want financial advice, you should always go to a professional.
As a nation, July is the month we celebrate independence. But what about Financial Independence? Financial Independence occurs when you’ve
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