The saying, ‘If you want to go fast, go alone. If you want to go far, go together,’ applies to many areas of life—including investing for retirement. While many options are available for DIY investors, having the right guidance can make all the difference in achieving long-term success. Tune in to today’s Capitalized Life and […]
Achieving a comfortable retirement requires more than just a written outline—it demands a strategy that evolves with changing financial landscapes. A national opinion poll finds that working-age Americans are increasingly worried about retirement. According to the ‘Retirement Insecurity 2024: Americans’ Views of Retirement’ study, when asked if the nation faces a retirement crisis, 79 percent
The Benefits of Regularly Reviewing and Updating Your Retirement Plan Read More »
“Do you feel lucky, punk? Well, do ya?” Surprisingly, this iconic line from Dirty Harry captures the essence of retirement planning. While luck can play a role, the real key lies in making informed decisions every day. Join us on the latest episode of the Capitalized Life and Retirement Show with Matthew P. Johnson as
Do You Feel Lucky? Read More »
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
Navigating Uncertainty and Retirement: Preparing Your Finances for the Unknown Read More »
Retirement is a significant milestone in life, marking the transition from decades of hard work to a well-deserved period of relaxation and enjoyment. However, the journey to retirement bliss requires careful planning and strategic financial management. At Johnson Wealth and Income Management, Matthew P. Johnson and his team of Fiduciary advisors has decades of experience
Creating a Retirement Plan with Johnson Wealth and Income Management Read More »
A Bankrate survey ranked Iowa to be the top state to retire in last year. This had many wondering, ‘Why Iowa?” When it comes to choosing a retirement destination, wealthy individuals often have a plethora of options at their disposal. From bustling cities to exotic locales, the choices can seem endless. However, amidst the array
Settling Down in the Heartland: Your Guide to Retiring in Iowa Read More »
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
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For many Iowans, transitioning to retirement may seem like a distant dream, but the golden ticket to living out your best golden years lies in smart planning and diligent savings now. No matter where you’re at in your retirement journey, it’s never too late or too early to build a strong retirement fund that can
Tips for Building Your Retirement Fund Read More »
What does it take to retire in today’s world? Hard work, tough conversations, and a solid strategy. Tune in to the latest episode of the Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
Do What’s Hard Now Read More »
March is National Clean Up Your IRS Act Month, which serves as a timely reminder to review, organize, and streamline your tax-related documentation and strategies. Tax season is upon us! It’s a time when individuals and businesses alike take stock of their financial affairs, helping ensure compliance with tax regulations and optimize their strategies. In
National Clean Up Your IRS Act Month: Tips for Tax Season Read More »
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