Understanding Universal Life Insurance
Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving
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April 2023
It’s Your Money So It’s Your Responsibility
Today’s episode may not be a pleasant one, but it is an important one. YOUR money means what happens to it is YOUR responsibility. But you don’t have to go it alone. The right Fiduciary can help guide you with their knowledge, identify risk factors, and make a plan to set you up for a
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Factors to Consider Before Cashing Out Your 401(k)
Before cashing out your 401(k) for immediate funds, consider the potential long-term consequences. In this blog, we’ll discuss important factors to consider regarding your retirement savings and what you need to know to make informed decisions. You know the goal of your 401(k) plan is to save. But while you’ve been working hard to contribute
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How To Maximize Retirement
When planning for retirement, the earlier you start saving, the better off you could be, thanks to the power of
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Post Tax Lessons
Ouch. Are you feeling the burn in your back pocket? As we all ship hard-earned cash to Uncle Sam, it’s left many of us feeling the sting. But what can we learn from this year’s taxes? Can we use it to our advantage? Listen to the latest Capitalized Life and Retirement Show with Matthew P.
Last Minute Tax Filing Tips for Iowans
Tax Day is tomorrow! Are you prepared? These last-minute tax tips will help you handle Tax Day like a pro and potentially save you some cash and stress along the way. We all dislike paying taxes. Still, the saying coined by Ben Franklin more than 200 years ago—“Nothing is certain except death and taxes”—rings true
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Matthew P. Johnson on Cheddar TV
Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving
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The Five P’s
Matthew P. Johnson’s passion is education. Seeing his clients succeed in retirement is his ultimate goal. As Fiduciaries, the team at Johnson Wealth and Income Management are here to help you prepare for retirement the right way. And it all starts with the “Five P’s”. Listen to the latest Capitalized Life and Retirement show here to
Planning for Unexpected Expenses in Retirement
Retirement is a time that many people look forward to. It’s time to finally sit back and enjoy some well-deserved rest and relaxation. However, with any major life change it’s important to plan ahead and help be prepared for the unexpected. To help retirees in Iowa face these financial challenges with confidence, Johnson Wealth and
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Taking Care of Your Parents Financially as They Age
Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving
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