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Help Avoid Costly Mistakes that Could Derail Your Plans For Retirement

All too often, misinformation or a lack of information can lead to costly mistakes that can derail your plans for retirement. That is why we regularly post blogs to help keep our clients informed about the financial issues that could impact their ability to enjoy the retirement they’ve always envisioned. If you have any questions after reading our blogs, please feel free to give our office a call to schedule a no-obligation consultation.

How Investing for Income Helps Reduce Financial Risk

How Investing for Income Helps Reduce Financial Risk

When it comes to retirement income planning, it’s important to have a strategy with the right priorities. Once you’re nearing retirement age, one of your top two priorities should be reducing your risk of a major loss due to market volatility and having sufficient and reliable income for retirement. Most people know this, but what […]

The True Cost of Underestimating Your Retirement Expenses

The True Cost of Underestimating Your Retirement Expenses

Retirement is often painted as a time of relaxation, travel, and newfound freedom – and ideally it should be. However, many retirees face an unexpected reality as their income falls short of their actual expenses. Underestimating the true cost of retirement can lead to extreme emotional stress, forcing you to make difficult choices later in […]

You Don’t Need Luck for a Secure Retirement

You Don’t Need Luck for a Secure Retirement

St. Patrick’s Day is all about celebrating good fortune, but when it comes to retirement, relying on plain luck just isn’t a plan — it’s a gamble. An enjoyable, secure retirement doesn’t happen by chance. It takes smart planning, the right strategy, and a focus on dependable income. Rethinking Retirement: Why Income Matters More Than […]

How to Protect Your Retirement from Market Volatility

How to Protect Your Retirement from Market Volatility

Market volatility is inevitable. After all, the markets are driven not by economic fundamentals, but by emotion. When investors are optimistic, the markets can soar. When investors are worried and pessimistic, the markets can sink — and these mood swings can happen quickly. But none of this needs to derail your retirement plans. Whether you’re […]

Tackling Tariffs: What Everyday Investors Need to Know

Tackling Tariffs: What Everyday Investors Need to Know

By David J. Scranton, Founder and CEO of Sound Income Group Trade wars, tariffs, and economic negotiations—these words can send the stock market into a frenzy and make investors, especially retirees, nervous. With ongoing debates about tariffs and their impact on inflation, you might be wondering: How does this affect my investments? What does it […]

Paying Your Bills in Retirement: Smart Strategies for Everyday Investors

Paying Your Bills in Retirement: Smart Strategies for Everyday Investors

As we celebrate Pay Your Bills Week from February 2 to February 8, it’s the perfect time to reflect on the financial challenges many retirees face when transitioning from a paycheck-driven life to relying on savings and investments. For countless individuals, retirement signals the end of a steady, predictable income stream — the salary or wages they’ve relied […]

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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. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC-Registered Investment Advisory firm. Retirement Income Source® and Sound Income Strategies, LLC are not associated entities. Retirement Income Source® is a franchisee of Retirement Income Source®, LLC. Retirement Income Source®, LLC and Sound Income Strategies, LLC are associated entities. ©2025 Sound Income Strategies