July 2022

Iowa Fiduciary

Pros and Cons of Annuity Investments

If you are worried about paying for retirement, it is worth evaluating the pros and cons of annuities. Annuities are a great way to help provide guaranteed lifetime income in retirement while hedging against inflation and other financial woes. Which is why financial advisors and Fiduciaries alike have long recommended that their clients invest retirement […]

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Iowa real estate retirement planning

Should Iowans Include Real Estate in Their Retirement Plan?

Investing in real estate is one of many ways to set aside funds for retirement. If diversifying your savings is a golden-year goal, then including real estate could be an advantageous strategy.  Iowa is perhaps one of the most retiree friendly states in the United States. Its low cost of living and substantial tax benefits

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Iowa Fiduciary

Financial Advisors Can Supercharge Your Retirement, So Why the Hesitation?

Many people often wonder: Is a financial advisor worth it? With an abundance of free advice online, why pay for the help? If you’re unsure whether a financial advisor is for you, here’s how to determine your answer.  If you manage your own money, you are like most other Americans, according to the new CNBC Invest

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Iowa Fiduciary

Staying Invested Because of Clichés

Being encouraged to always “follow your heart” or “YOLO” (You Only Live Once) may sound good for, say, a decision about your love life. But for your money? Not so much. In today’s Capitalized Life and Retirement Show, Matthew P. Johnson discusses why as much as clichés may appeal to many, applying it all the time

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