As couples approach retirement, the landscape of financial planning changes dramatically. The decisions you make together in the years leading up to retirement will significantly impact your financial security, lifestyle, and peace of mind in your golden years. For high-net-worth individuals (HNWIs) in Iowa, the stakes are even higher, given the complexity of managing significant […]
A Guide to Retirement Planning for Couples Read More »
Deciding where to spend this golden phase of life is a crucial decision, especially for individuals who seek not only comfort but also financial security. Among the various states gaining traction for retirement, Iowa stands out as an appealing option. Nestled in the rural beauty of the Midwest, Iowa offers a unique blend of affordability,
The Benefits of Retiring in Iowa Read More »
What truly defines a happy retiree? Is it the enriching experiences and passions they embrace or the ability to let go of the stress and worries that once weighed them down? Tune into the latest episode of The Capitalized Life and Retirement Show with Matthew P. Johnson to discover practical strategies for eliminating stressors and
The Happiest Retirees Read More »
Eric Beyrich, Sound Income Strategies’ Co-CIO, joins ‘Fast Money’ to talk the retail sector and what to expect from next week’s earnings.
Sound Income Strategies’ Co-CIO breaks down retail earnings picture Read More »
The Federal Reserve is expected to cut interest rates as early as September 2024, potentially offering much-needed relief for many. However, understanding how to prepare for this shift is crucial to fully capitalize on the opportunities it presents. When the Fed announces an interest rate cut, it’s more than just economic news—it’s a moment to
Smart Money Moves to Consider When the Fed Cuts Interest Rates Read More »
Achieving a stable and comfortable retirement requires careful planning and consideration. One of the most critical aspects of retirement planning is balancing risk and opportunity. Planning for a secure retirement while still allowing for growth and financial stability involves navigating various risks and capitalizing on opportunities. In this blog, we’ll explore how to strike the
Balancing Risk and Opportunity in Retirement Read More »
Managing finances can be challenging, especially given the myriad of investment options, tax implications, and retirement planning strategies available today. While some people thrive on the challenge of financial planning, others might find it overwhelming. This is where a financial advisor can be invaluable. Here’s what you need to know. What Is a Fiduciary Advisor?
5 Signs You Need a Fiduciary Advisor Read More »
Recent world news has been intense—Federal Reserve changes, interest rates, and the upcoming election might have your head spinning. Understanding how these factors impact your financial future is crucial. In today’s latest episode of the Capitalized Life & Retirement Show, Matthew P. Johnson breaks down these complex topics, offering insights and strategies to help you
Sound Income Strategies founder and CEO David Scranton joins Zephyr Market Strategist Ryan Nauman to discuss all things income investing. During this engaging conversation, David shares his insight about uncovering value traps, what is driving the current rotation into value stocks and small caps, and his view on opportunities in fixed income. He also shares a great
Adjusted for Risk: What’s In Store for Income Investing With Rate Cuts Upcoming? Read More »
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