Johnson Wealth & Income Management

Knowing When to Update Your Estate Plan

Many Iowans think Estate Planning is a one-and-done task. But updating your plan as circumstances change could prove fundamental in preserving your loved ones later down the line.  Families change, assets change, relationships change and legislation always seems to be in flux, so keeping your estate plan current is an ongoing priority. Let’s look at …

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3 Misconceptions About Estate Planning in Iowa

Estate planning is meant to focus on organizing your estate in advance and managing disposal, in case the worst should happen.  When you hear the words “estate planning,” you could think of elaborate mansions, huge stock portfolios, rare art pieces, fine jewelry and other pricey possessions like cars – all left by elderly, wealthy family …

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Looking for a Full-Service Financial Firm in Iowa?

Financial advisors can help people manage their money and reach their financial goals. The advisor you choose will depend on your financial situation and your needs. With financial pressures mounting during the coronavirus pandemic, everyone could use a little help to stay on course with their retirement plans. Financial advisors can provide a range of …

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