From health care, quality of life, education to fiscal stability, opportunity, and economy: Iowa has consistently been ranked one of the best states to live in America. But when it comes to Estate planning, many Iowans are falling behind. Here’s why you need to start thinking about what you’d like to do to protect your […]
3 Estate Planning Mistakes to Try and Avoid if you Live in Iowa Read More »
Are you putting your money in the right places or are you risking too much? Find out more, when Matthew
Are Your Priorities Right? Read More »
It can feel like a big step to put your investment strategy and financial future in the hands of an advisor – because not all financial advisors are created equal. Listen to the latest Capitalized Life and Retirement Show where Matthew P. Johnson and special guests. They discuss red flags to look out for, what questions
Oh Boy Oh Berto – Investment Strategy Read More »
There’s some cognitive dissonance in the saying “Do as I say and not as I do.” Today, we are being
Do As They Said, Not As They Do Read More »
Are you looking at your brokerage account and/or stock portfolio statements and seeing nice, big gains in your balance? Unfortunately,
Why An Unrealized Gain Is No Gain At All Read More »
We all know we shouldn’t worry, yet we still do. From political issues to the Delta variant, worrying about what
Don’t Worry Be Happy Read More »
There’s some cognitive dissonance in the saying “Do as I say and not as I do.” Today, we are being bombarded with this cognitive dissonance from Wall Street with “buy low, sell high” messages on repeat. But when it comes to taking them up on that advice, you’re met with resistance. What does all this
Do As They Said, Not As They Do Read More »
Are you looking at your brokerage account and/or stock portfolio statements and seeing nice, big gains in your balance? Unfortunately, they aren’t telling you the full story about those numbers. Here’s what you need to know about turning those unrealized gains into tangible income.
Why An Unrealized Gain Is No Gain At All Read More »
In 2021, women across the nation are doing incredible work to improve the financial situation for themselves and their families. But there’s always more to do! This American Business Women’s Day, we share some management, budget and investment advice for women entrepreneurs, pre-retirees and retirees alike. With a little planning and encouragement, women can not
Financial Planning for Women on Business Women’s Day Read More »
We all know we shouldn’t worry, yet we still do. From political issues to the Delta variant, worrying about what you can’t control won’t get you anywhere. Instead, focus on what you can control to ease your concerns; like financial planning for your future and your family’s future. Learn more here.
Don’t Worry, Be Happy Read More »
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