For individuals approaching retirement, year-end financial planning is an opportunity to review and refine their financial strategies. This process not only helps prepare for a financially stable retirement but also helps ensure that wealth management aligns with current goals, risk tolerance, and the ever-changing tax and economic environment. At Johnson Wealth and Income Management, we […]
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Wayne Gretzky famously said, ‘Skate to where the puck is going, not to where it has been.’ This wisdom also applies to your finances—having a clear purpose for your money is often more valuable than simply chasing performance. Join Matthew P. Johnson on The Capitalized Life & Retirement Show to explore how aligning your financial strategy
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As Americans approach retirement, crafting a well-structured long-term investment strategy becomes crucial for helping to secure financial stability in their golden years. In Iowa, where retirement planning remains a vital concern for those approaching 65, Johnson Wealth and Income Management is highly experienced in helping clients achieve their financial goals while navigating the complexities of
Long-Term Retirement Investment Strategies Read More »
The saying, ‘If you want to go fast, go alone. If you want to go far, go together,’ applies to many areas of life—including investing for retirement. While many options are available for DIY investors, having the right guidance can make all the difference in achieving long-term success. Tune in to today’s Capitalized Life and
In today’s episode, we’re breaking down the annual letter that the CEO of BlackRock, Larry Fink, sent to his Investors. This year’s edition, “Time to Rethink Retirement,” focused on a looming retirement crisis and the need to better equip future generations to thrive as they age. Tune in to the latest Capitalized Life and Retirement
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As retirement approaches, helping secure your financial future becomes a top priority. National Retirement Security Week (NRSW) is the ideal time to revisit and fine-tune your retirement strategy for lasting stability and peace of mind. For high-net-worth individuals (HNWIs) or affluent retirees in Iowa, preparing for a financially sound retirement goes beyond the basics. It
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The 4% rule has long been considered a cornerstone of retirement planning. Introduced in the 1990s, it has provided a simple guideline: retirees should withdraw 4% of their retirement savings annually to help ensure their nest egg lasts through their retirement years. However, as the financial landscape evolves, many experts are questioning whether the 4%
Rethinking the 4% Rule: Is It Still Relevant for Today’s Retirees? Read More »
Your money doesn’t retire, YOU do! That’s why solid financial planning is essential to enjoy your golden years. That’s where Johnson Wealth and Income Management comes into play. Our dedicated fiduciary advisors aim to provide clients with customized strategies that address one of the most pressing concerns retirees face: generating reliable income that lasts a
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Trust is the cornerstone of any successful relationship, and this is particularly true when it comes to financial planning. Whether you’re saving for retirement or managing investments, the person you trust with your financial future plays a crucial role in achieving your goals. However, not all financial advisors are created equal. There’s a significant difference
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As retirement approaches, many high-net-worth individuals (HNWIs) in Iowa find themselves at a crucial juncture in their financial journey: transitioning from a growth-oriented investment strategy to one that emphasizes income. This shift is pivotal in helping ensure that your portfolio not only preserves wealth but also provides a steady and reliable income stream throughout retirement.
Shifting from Growth to Income: How to Adjust Your Investment Strategy for Retirement Read More »
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