Have you ever found yourself lost in an unfamiliar place? The road to retirement can feel like getting lost in a foreign destination. In a world full of chaos and unpredictability, a financial advisor can make a big difference. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn …
October is Financial Planning Month, a perfect time to look at your financial future and to see if you’re on the right track for retirement. To help you achieve this goal, finding the right financial advisor is a great first step. An experienced financial advisor can help ease anxiety around planning for your retirement years. …
Mutual funds are a hot topic in 2023. With most pre-retirees and retirees emphasizing mutual funds as important to their retirement plans, it’s time to break them down once and for all. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to find out more. Capitalized Life Radio Show · …
As we celebrate National Financial Awareness Day, we must recognize that retirement planning is not a one-size-fits-all process. While retirement is an exciting phase of life, it can also be unpredictable, especially in today’s ever-changing economic landscape. In this blog, we will delve into essential tips to help you secure a financially stable future. So, …
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Life doesn’t come with a reset button, but the majority of retirees say they would go back and change their retirement planning if they had the opportunity. Here’s a look at some of the most common regrets for today’s retirees, and how you can help to avoid them. How often have you heard, “Hindsight is …
“The shortest distance between two places is a straight line.” In retirement planning, this translates to driving a personal goal straight to a dream destination: It sounds easy, right? But it’s not always smooth, straight roads on your journey to retirement. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here …
As we age, planning for the future becomes increasingly important. One area that many retirees may overlook is long-term care planning. Long-term care is essential for retirees in Iowa, and planning ahead is crucial to help ensure a comfortable and secure retirement. According to the U.S. Department of Health and Human Services, an estimated 70% …
As we age, our financial well-being becomes increasingly important. Retirement planning is crucial, especially for women who tend to have longer lifespans, lower retirement savings, and fewer pension benefits than men. In Iowa and across the nation, women just like you face unique challenges in retirement, but there are ways to help empower yourself and …
SECURE 2.0 is expected to reshape retirement tax incentives for years to come since the retirement savings law makes numerous changes to existing retirement account rules. Here’s what you need to know about changes to RMDs. The Secure Act 2.0 has brought a wave of changes to the retirement landscape, including significant alterations to the …
Starting a family in your 40s means you’ve had time to help get established in your career, but also that your youngest may be in university at the same time you were hoping to be retired. Here’s some pros and cons of having children later in life, and what it means for your retirement. Through …
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