Uncover a hidden financial asset by exploring the cash value within your life insurance policy. This frequently overlooked feature presents a valuable opportunity for financial growth and flexibility. Tune in to the latest episode of the Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
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Business owners have many responsibilities ranging from managing finances and personnel to navigating market changes and customer needs. But running a business doesn’t come without layers of complexity and daunting challenges. Join us as we reveal some red flags to watch out for in the latest Capitalized Life and Retirement Show with Matthew P. Johnson
Everyone dreams of exiting the workforce, but how can you be sure you’re truly ready to retire? Retirement is more than just a dream—it’s a phase of life many long for but few are truly prepared for. It’s a time when you say goodbye to the daily grind and embrace the freedom to pursue your
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
While achieving financial stability and improving your quality of life during retirement is important, it’s equally vital to consider the broader dimensions of your life’s journey. Discover how lifestyle planning can change your perspective on retirement preparation by listening to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here.
Charitable giving presents high-net-worth investors with a distinctive opportunity to impact organizations and causes close to their hearts. Giving Tuesday gives retirees a prime opportunity to amplify the effect of their charitable contributions. High-net-worth individuals (HNWI) closing in on retirement can capitalize on strategies like qualified charitable distributions from IRAs and the potential to itemize
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.
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
This month, we are seeing a 400-point swing on the DOW, and as the Federal Reserve talks about the possibility of raising interest rates, it raises concern for investors. This could mean more ups and downs in the market over the next three months. However, it also presents opportunities. Here, Matthew P. Johnson of Johnson
Life has its share of risks and opportunities. It’s important to consider both when making choices, especially when it comes to planning your retirement. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.