As we journey through life, accumulating wealth and achieving success, it’s natural to want to leave a lasting legacy for future generations. Legacy planning goes beyond traditional estate planning by encompassing not only the transfer of financial assets but also the preservation of family values, traditions, and aspirations. In this blog, we’ll explore the importance […]
Legacy Planning: Help Your Wealth Live On Read More »
Gold investments have a strong track record as an asset class, serving as a hedge against inflation and global economic uncertainties. Many of us aim for a comfortable retirement, and to reach that goal, it’s essential to construct a diversified investment portfolio capable of withstanding the fluctuations in financial markets. In this blog, we’ll explore
Is Gold Right For Your Portfolio? Read More »
Financial advisors are crucial in helping individuals manage their wealth and achieve their financial goals. High-net-worth investors, in particular, often have complex financial situations that require additional guidance. Whether you’re planning for retirement, managing a windfall, or navigating other significant life events, a skilled financial advisor can provide valuable support. In this blog, we’ll explore
5 Life Events Your Financial Advisor Can Help You With Read More »
As parents age, it brings about new challenges in communication and decision-making. Navigating these transitions requires patience, empathy, and open communication to find solutions that honor aging parents’ wishes. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
When Mom and Dad Get Old 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
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When saving for your golden years, risks and opportunities present themselves in various forms, each with its own set of unique characteristics. Recognizing and effectively managing these elements during retirement is essential to help secure a financial future. A substantial risk that looms over many retirees is the fear of running out of money. This
Identifying Risks and Opportunities in Retirement Read More »
It’s no secret that as we age, our health depletes. While we can help our overall wellness through lifestyle changes and healthier habits, there’s another, less obvious way we can help ourselves (and loved ones) as we grow older: planning for long-term care. Despite the anticipated growth in the country’s retirement-age population – with the
An Action Plan for Long-Term Care Read More »
If you’ve invested years in growing your retirement savings, it’s natural to want to protect those hard-earned assets. Despite your diligent savings efforts, unexpected financial challenges are always a possibility. But with careful preparation, you can establish a plan that helps provide peace of mind as you approach your golden years. In this blog, we’ll
Considerations When Building a Retirement Plan Read More »
Protect your wealth in retirement and step into a world where retirement isn’t simply a destination. It’s a vibrant new chapter brimming with possibilities. Today, we invite you to discover exciting opportunities beyond conventional relaxation and financial security notions. Growing your wealth is only a step in your retirement journey. To help ensure your nest
Protecting Your Wealth and Legacy in Retirement Read More »
Effective estate planning is an essential part of your end-of-life plan and shouldn’t be ignored. Not having an estate plan can lead to confusion about your wishes, as well as emotional stress for your family. As retirees in Iowa embark on the next chapter of their lives, planning for the future is essential. More than
Smart Estate Planning for Iowa Retirees Read More »
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