May 2024

For The Long Haul

Are you ready for a longer-than-expected retirement?   With life expectancies on the rise, preparing for a retirement that could span several decades is crucial. Ensuring your financial security during these years requires a comprehensive retirement strategy.   Join Matthew P. Johnson on the latest Capitalized Life and Retirement Show as he explores strategies for […]

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Mailbag

It’s Mailbag time! Our first question comes from Roberta, who asks: “I want to eventually retire, but I’m currently balancing that with sending my kids to college, and my husband wants to buy a vacation home. How can we manage all these financial goals?” The best way to juggle retirement planning and other major life

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iowa fiduciary

ABC’s of Annuities

Navigating the realm of retirement planning can feel like sailing a course through uncharted waters. With an array of financial instruments and investment options available, it’s easy to feel overwhelmed and uncertain about which path to take. Among these choices, annuities stand out as a compelling tool for potentially securing financial stability in retirement. Over

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Iowa Fiduciary

Navigating Uncertainty and Retirement: Preparing Your Finances for the Unknown

When it comes to personal finances, there’s one constant truth: uncertainty is inevitable. Whether it’s unexpected medical expenses, a sudden job loss, or a global economic downturn, life has a way of throwing curveballs when we least expect it.  As we near retirement, being financially equipped for the unexpected becomes even more crucial. And while

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Iowa Fiduciary

Benefits of IRAs in Retirement Planning

Planning for retirement is a crucial aspect of financial stability and peace of mind in later years. As the workforce landscape evolves and pension plans become less common, individual retirement accounts (IRAs) have emerged as invaluable tools for securing one’s financial future.  In this blog, we’re exploring the myriad benefits of IRAs in retirement planning,

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Iowa Fiduciary

Creating a Retirement Plan with Johnson Wealth and Income Management

Retirement is a significant milestone in life, marking the transition from decades of hard work to a well-deserved period of relaxation and enjoyment. However, the journey to retirement bliss requires careful planning and strategic financial management.  At Johnson Wealth and Income Management, Matthew P. Johnson and his team of Fiduciary advisors has decades of experience

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