December 2023

Iowa Fiduciary

Achieving Your Financial Resolutions in 2024 with Johnson Wealth and Income Management

News /

As the calendar turns to a new year, we’re presented with the golden opportunity of recalibrating our financial compasses. It’s time to set new goals for ourselves, and our team at Johnson Wealth and Income Management is here to help you reach them. Strengthening your nest egg. Investing wisely. Preparing for retirement. No matter your […]

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2024 Challenge: What Do YOU Want from Retirement?

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Reflecting on 2023, it proved to be a challenging year. From the Federal Reserve’s decision to raise interest rates to the volatile fluctuations in the stock market, it felt like a lengthy journey. As we turn our attention towards 2024, we must approach retirement with objectivity and clarity. Watch the latest Capitalized Life and Retirement

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What You Need To Know About The Inflation Reduction Act

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As the IRS intensifies its efforts for tax fairness, high-net-worth individuals and large partnerships find themselves under the microscope like never before. The IRS’s enhanced focus on auditing these groups means that every aspect of their financial lives, from income sources to investment portfolios and tax shelters, will face greater scrutiny. Here’s what you should

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5 Life Events Your Financial Advisor Can Help You With

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Financial advisors are crucial in helping individuals manage their wealth and achieve their financial goals. High-net-worth investors, in particular, often have complex financial situations that require additional guidance.  Whether you’re planning for retirement, managing a windfall, or navigating other significant life events, a skilled financial advisor can provide valuable support. In this blog, we’ll explore

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