estate planning Iowa

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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Iowa Fiduciary

Creating a Retirement Plan with Johnson Wealth and Income Management

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

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Iowa Fiduciary

Settling Down in the Heartland: Your Guide to Retiring in Iowa

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

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iowa fiduciary

Legacy Planning: Help Your Wealth Live On

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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iowa fiduciary

National Clean Up Your IRS Act Month: Tips for Tax Season

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

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