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 »
Retirement should be a time of relaxation, fulfillment, and freedom from financial worries. However, achieving financial freedom in retirement requires careful planning, prudent investing, and expert guidance. In this blog, we’ll explore how you can realize your dream of financial independence during your golden years with the help of Johnson Wealth and Income Management. Why
Achieving Financial Freedom in Retirement with Johnson Wealth and Income Management 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
Legacy Planning: Help Your Wealth Live On Read More »
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.
Cash Value Gold Mine Read More »
Relying solely on Social Security benefits for retirement income may not provide the financial security you need in your golden years. While Social Security can be a valuable asset, understanding its limitations and exploring additional income sources is crucial for a comfortable retirement. In this blog, we’ll delve into why depending solely on Social Security
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
Retirement Readiness: Signs You’re Ready to Embrace the Transition Read More »
Do you have a well-defined retirement plan, and is it the best option for your unique needs? Saving for your golden years often feels overwhelming, but exploring your options can help you see problems you might have missed while finding better ways to save, spend, and grow your nest egg. Listen to the latest Capitalized Life and Retirement
It’s A Plan, But Is It The Right One? Read More »
Similar to Iowa’s ever-changing seasons, the stock market also experiences its own series of changes. Whether it’s due to rising inflation or fluctuating interest rates, these factors can have an impact on your retirement savings. And while it seems like winter might be coming to an end, it may not be the same case for
It Looks Promising BUT… Read More »
The 2024 tax season will officially start on January 29, 2024, according to the Internal Revenue Service (IRS). Proactive tax planning can help you minimize liability, help maximize your savings, and help ensure compliance with the latest tax regulations. The IRS expects more than 128.7 million individual tax returns to be filed by the April
Now is the Time to Kickstart Your Tax Planning Strategy Read More »
Planning for retirement in Iowa encompasses various financial aspects, from accumulating savings to managing investments, and envisioning your desired lifestyle. While many focus on building a robust nest egg, overlooking the potential need for long-term care can jeopardize financial security in later years. In today’s economic environment, incorporating long-term care insurance into your retirement plan
Should Your Retirement Plan Include Long-Term Care Insurance? Read More »
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