Reflecting on 2023, it proved to be a challenging year. From the Federal Reserve’s decision to raise interest rates to the volatile fluctuations in the stock market, it felt like a lengthy journey. As we turn our attention towards 2024, we must approach retirement with objectivity and clarity. Watch the latest Capitalized Life and Retirement […]
2024 Challenge: What Do YOU Want from Retirement? Read More »
The U.S. Department of Labor announced Oct. 31 a proposed rule to expand the scope of investment advice from a financial professional that would be considered a ‘Fiduciary’ under the Employee Retirement Income Security Act and Internal Revenue Code. Aligned with the Biden-Harris administration’s efforts to help protect retirement investors, the proposal would require trusted
New Retirement Savings Rule: Putting Your Interests First Read More »
Blended families come in various shapes and sizes, with parents, stepparents, stepchildren, and half-siblings often part of the mix. Having a plan in place for unforeseen events is crucial in any family, but it’s especially vital in blended families due to their unique dynamics. Listen to the latest Capitalized Life and Retirement Show with Matthew
How to Handle Your Beneficiaries with a Blended Family Read More »
Iowa has earned the title of the #1 place to retire, all thanks to its unbeatable combination of safety, healthcare, and affordability. As you contemplate where to spend these golden years, consider looking no further than the heartland of America. Nestled among picturesque landscapes, this often underrated gem offers a trifecta of benefits that make
Is Iowa The Best State To Retire? Read More »
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