When planning for your retirement, it’s crucial to consider not only short-term financial decisions but also long-term ones. Your golden years should be a time of financial security and peace of mind, which requires thoughtful planning and foresight. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
Emotional Decisions With Long-Term Implications Read More »
Managing your money in 2024 is crucial. Regardless of any past mistakes, each day presents a fresh opportunity. You have the power to make financial improvements. Let’s make 2024 a year of keeping our resolutions. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
Take Control For 2024 Read More »
As the calendar turns to a new year, we’re presented with the golden opportunity of recalibrating our financial compasses. It’s time to set new goals for ourselves, and our team at Johnson Wealth and Income Management is here to help you reach them. Strengthening your nest egg. Investing wisely. Preparing for retirement. No matter your
Achieving Your Financial Resolutions in 2024 with Johnson Wealth and Income Management Read More »
When we think about 2023, we remember the events that unfolded overseas in September and October. However, in November, the stock market hit an all-time high. While things are going well now, it’s important to remember that this good fortune won’t last forever. Listen to the latest Capitalized Life and Retirement Show with Matthew
Financial advisors are crucial in helping individuals manage their wealth and achieve their financial goals. High-net-worth investors, in particular, often have complex financial situations that require additional guidance. Whether you’re planning for retirement, managing a windfall, or navigating other significant life events, a skilled financial advisor can provide valuable support. In this blog, we’ll explore
5 Life Events Your Financial Advisor Can Help You With Read More »
Whether updating your beneficiaries, enrolling in a new healthcare plan, or simply sitting down with your financial advisor to see if you’re on track, the end of the year is a great time to make sure you’re up to date with your retirement plan. In this blog, we will walk you through an end-of-the-year checklist
Achieving Financial Freedom: Your End of The Year Checklist Read More »
Bitter winds and heavy snowfall make Iowa winters less than a pleasurable experience for many. As you winterize your home and cars for the impending elements, you should also consider protecting your retirement plan from the potential pitfalls of the unpredictable season ahead. As the year draws to a close, it’s essential to take a
Winter is Coming: Protecting Your Retirement Plan Read More »
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.
When Mom and Dad Get Old Read More »
Today, we’re addressing a common question received at Johnson Wealth and Income Management. Our listener for today, Janet, is still working and relies on a financial advisor. In 2022, she experienced significant financial losses and hasn’t bounced back yet. She’s been on a financial rollercoaster. Her advisor claims she’s secure, but she’s uncertain about what
What Safe Really Means Read More »
It’s no secret that as we age, our health depletes. While we can help our overall wellness through lifestyle changes and healthier habits, there’s another, less obvious way we can help ourselves (and loved ones) as we grow older: planning for long-term care. Despite the anticipated growth in the country’s retirement-age population – with the
An Action Plan for Long-Term Care Read More »
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