What are the opening hours?

Monday 8:30am - 12pm 1pm - 5pm Tuesday 8:30am - 12pm 1pm - 5pm Wednesday 8:30am - 12pm 1pm - 5pm Thursday 8:30am - 12pm 1pm - 5pm Friday 8:30am - 12pm 1pm - 5pm

Johnson Wealth and Income Management

Name: Johnson Wealth and Income Management
Address: Clear Lake, Ankney, Humboldt, IA, US
Telephone: +15153327000
Price range: Not applicable

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Johnson Wealth and Income Management

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Our mission is to help individuals and families make informed financial decisions that support long-term retirement income and financial security. Matthew P.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. Johnson, a financial professional, is committed to helping people just like you create solutions for their retirement assets. Understanding your risk tolerance, time horizon, and goals, He will work diligently to develop a program that carefully balances investment strategies with preserving principal. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. Matthew works closely with our clients to evaluate those opportunities and get in position to reap those rewards. He enjoys helping people build a solid financial foundation for the future. Investment Advisory Services offered through Sound Income Strategies, LLC, 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, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities. www.sec.gov

10/15/2026

Did you know? Traditional and Roth accounts are taxed differently in retirement — one is taxed going in, the other is taxed (or not) coming out.

Having a mix of account types gives you more flexibility to control your taxable income each year in retirement.

10/12/2026

Retirement planning shouldn't feel like decoding a foreign language.

That's why our webinars break down real topics — RMDs, Social Security timing, tax planning — in plain English, with real numbers. No jargon, no sales pitch, just the information.

👉 Want the plain-English version delivered to your inbox? Sign up for our free email series and get "Before You Retire, Run These 10 Numbers": https://johnsonwim.com/before-you-retire-run-these-10-numbers/

10/09/2026

Interesting number: the average retirement today can last 20-30 years.

A century ago, most people didn't live long past their working years. Now retirement is often its own multi-decade chapter — which is exactly why it needs its own plan.

🎯 A retirement that long needs its own set of numbers. Sign up for our free email series and get "Before You Retire, Run These 10 Numbers": https://johnsonwim.com/before-you-retire-run-these-10-numbers/

10/07/2026

Did you know? You can start Social Security as early as 62 or wait until 70 — and the monthly amount can differ significantly depending on when you file.

There's no single "right" age for everyone. The right age depends on your health, your other income sources, and your household's full financial picture.

10/06/2026

Three offices. One goal: helping Iowans retire with a plan, not a guess.

You'll find our team in Humboldt, Clear Lake, and Ankeny. Wherever you're located, we're building retirement income plans around your numbers — not a generic formula.

10/05/2026

📅 Date: Thursday, October 8
🕒 Time: 6:00 P.M.

📍 Location: Ankeny Kirkendall Public Library
Council Chambers
1250 SW District Drive
Ankeny, IA 50023

👉 SAVE YOUR SEAT. Attendance is by reservation only, and seating is limited. To Register: www.youRSVP.com and enter code: MENLAT or calling toll free (888) 698-0376

10/02/2026

Fun fact: Social Security turns 90 this decade. President Franklin D. Roosevelt signed the Social Security Act into law in 1935 — originally to provide a basic income floor for retired workers.

Ninety years later, it's still one of the most talked-about pieces of a retirement plan.

https://www.ssa.gov/history/35act.html

10/01/2026

Social Security Educational Workshop

Choose your time:
Thursday, October 8 at 6:00pm
Tuesday, October 13 at 6:00pm

Location:

Ankeny Kirkendall Public Library
Council Chambers
1250 SW District Drive
Ankeny, IA 50023

09/30/2026

Did you know? Required Minimum Distributions (RMDs) currently start at age 73.

Miss the deadline and the IRS can charge a penalty on the amount you should have withdrawn. The rules changed a few years back — if you're not sure which age applies to you, it's worth double-checking.

📩 Curious how RMDs fit into your own numbers? Sign up for our free email series and get "Before You Retire, Run These 10 Numbers" straight to your inbox: https://johnsonwim.com/before-you-retire-run-these-10-numbers/

09/28/2026

Fiduciary. It's not a buzzword — it's a legal standard.

As fiduciary advisors, everything we recommend has to be in your best interest, not just "suitable." That's the standard we hold ourselves to at Johnson Wealth and Income Management.

If you've never asked your advisor whether they're a fiduciary, that's a good question to ask today.

Address

Clear Lake, Ankney
Humboldt, IA

Opening Hours

Monday	8:30am - 12pm
	1pm - 5pm
Tuesday	8:30am - 12pm
	1pm - 5pm
Wednesday	8:30am - 12pm
	1pm - 5pm
Thursday	8:30am - 12pm
	1pm - 5pm
Friday	8:30am - 12pm
	1pm - 5pm

Telephone

+15153327000

Website

http://www.johnsonwim.com/

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