Year-End Tax Saving Strategies
Smart tax planning is the cornerstone of maximizing savings and achieving financial goals. In today’s episode, we’re sharing year-end tax-saving
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November 2024
Do You Feel Lucky Punk?
Feeling lucky? The iconic Dirty Harry line, “Do you feel lucky, punk? Well, do ya?” might bring a nostalgic smile, but it also underscores an important truth about retirement planning: luck can only take you so far. True success comes from making informed, strategic decisions at every turn. Tune in to the latest episode of
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End-of-Year Financial Planning
For individuals approaching retirement, year-end financial planning is an opportunity to review and refine their financial strategies. This process not only helps prepare for a financially stable retirement but also helps ensure that wealth management aligns with current goals, risk tolerance, and the ever-changing tax and economic environment. At Johnson Wealth and Income Management, we
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Divorce Mistakes
Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving
Charitable Giving Tips During the Holidays
As we make our way through the holiday season, many of us reflect on the causes that matter most and how we can make a meaningful impact. For those nearing retirement, charitable giving can be especially rewarding, combining personal values with financial benefits. However, navigating the various ways to give strategically can be complex, especially
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Boosting Your Retirement Income With Johnson Wealth and Income Management
As you approach retirement, enhancing your retirement income becomes crucial for helping secure a sustainable financial future. For affluent Americans, the challenge isn’t just about preserving wealth—it’s about growing it to support a lifestyle that extends beyond basic living expenses. In fact, according to a 2023 UBS Global Wealth Management report, 60% of high-net-worth individuals
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Letting World Events Affect Your Retirement
Every U.S. presidential election holds importance, but today, let’s focus on securing your financial future. Many retirees feel anxious about
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So Many Things So Little Time
As retirement approaches, reducing risk becomes a top priority. One of the greatest fears retirees have is running out of money before they run out of time. To help ensure a secure future, making strategic adjustments that protect your principal is crucial. Tune in to today’s episode of The Capitalized Life & Retirement Show with
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Where The Puck Is Going
Wayne Gretzky famously said, ‘Skate to where the puck is going, not to where it has been.’ This wisdom also applies to your finances—having a clear purpose for your money is often more valuable than simply chasing performance. Join Matthew P. Johnson on The Capitalized Life & Retirement Show to explore how aligning your financial strategy
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International Fraud Awareness Week: Protecting Your Retirement Funds
International Fraud Awareness Week highlights a pressing issue affecting many Americans, particularly those approaching retirement: the threat of financial fraud. In 2023, the Federal Trade Commission (FTC) found that older adults had reported losing more than $1.9 billion to fraud. Because the vast majority of frauds are not reported, this figure represents only a fraction
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