Retirement planning is a cornerstone of financial security, yet for small business owners with big responsibilities, it can often seem like an unreachable goal. With the complexities of managing operations, handling finances, and striving for growth, planning for retirement can easily take a back seat as a business owner. However, neglecting retirement planning can have […]
A Small Business Owner’s Guide to Retirement Planning Read More »
New labor data last week shows that U.S. prices in March rose 3.5% from a year ago, hotter than economists expected and the third straight month that inflation has accelerated. What does this mean to investors? Should you make changes to your investment portfolio or wait? Tune in to the Capitalized Life and Retirement Show
Retirement is a significant milestone, representing the culmination of years of hard work, diligent saving, and careful planning. Yet, amidst the excitement of this new chapter, retirees often face a formidable challenge: market volatility. The unpredictable nature of financial markets can cast a shadow of uncertainty over retirement plans, leading to anxiety and apprehension about
Charting Your Course: Retirement Resilience in Volatile Times Read More »
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 »
While the phrase ‘too little, too late, too long’ might seem pessimistic, on today’s episode of The Capitalized Life and Retirement with Matthew P. Johnson, we explore each dimension and its relevance to retirement planning. Our mission? To alleviate any concerns and empower you to embrace retirement with confidence! Listen here to learn more.
Too Little, Too Late, Too Long Read More »
Misconceptions about finances can hinder your ability to effectively plan for retirement and adhere to your plan. When strategizing for your retirement, it’s essential to ensure you’re equipped with accurate information. The aspiration to break free from the daily 9-5 grind is a powerful motivator for many contemplating retirement. However, realizing this vision of retirement
Retirement Myths You Should Know Read More »
Inflation, often called the “silent thief of wealth”, can have significant implications for people in various stages of life–especially those nearing retirement. The inflation report has recently been a hot topic, with the Consumer Price Index (CPI) revealing some noteworthy figures. In this blog, we’ll delve into what the latest inflation report means for retirees
Navigating Inflation’s Impact on Retirement 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 »
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
2024 Challenge: What Do YOU Want from Retirement? Read More »
As we near the end of the year, our thoughts naturally turn to taxes. This time of year typically prompts us to consider our financial responsibilities and take necessary actions to ensure a smooth tax season for 2024. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
Year End Tax Considerations Read More »
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