financial advice

For The Long Haul

Are you ready for a longer-than-expected retirement?   With life expectancies on the rise, preparing for a retirement that could span several decades is crucial. Ensuring your financial security during these years requires a comprehensive retirement strategy.   Join Matthew P. Johnson on the latest Capitalized Life and Retirement Show as he explores strategies for […]

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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

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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Mailbag

We’re diving into our mailbag to address some pressing questions. Today’s listener, Jocelyn, asks, “I’ve just turned 60, and I’m feeling anxious about how much longer I can work before retiring. I have debt that I am working to pay off, but the high-interest rates are taking a toll on me. Should I consider starting my

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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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iowa fiduciary

Why You Shouldn’t Solely Rely on Social Security in Retirement and How to Maximize Your Retirement Income

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

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