Johnson Wealth & Income Management

Iowa Fiduciary

Are CDs Right for Your Retirement Portfolio?

As retirement approaches, investments take on a new level of significance. The choices made now can significantly impact the quality of life during those golden years. Among the array of investment options available, Certificates of Deposit (CDs) often emerge as a consideration for those seeking stability and security.  But are CDs truly the right investment […]

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Iowa Fiduciary

Understanding Life Insurance in Retirement for Iowans

The gap between those who have life insurance and those who still need it is significant, emphasizing the ongoing challenge for the industry to address misconceptions about cost and educate consumers on the value and potential affordability of life insurance.  If you are one of the 39% of consumers planning to purchase life insurance within

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The Debt Debacle

The burden of debt can significantly impact your ability to reach your retirement goals; this is especially true for those approaching their golden years. In today’s episode of the Capitalized Life and Retirement Show, Matthew P. Johnson will provide insights and strategies to help you pave the way toward a debt-free and prosperous financial future. Tune in

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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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