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 […]
End-of-Year Financial Planning Read More »
Deciding where to spend this golden phase of life is a crucial decision, especially for individuals who seek not only comfort but also financial security. Among the various states gaining traction for retirement, Iowa stands out as an appealing option. Nestled in the rural beauty of the Midwest, Iowa offers a unique blend of affordability,
The Benefits of Retiring in Iowa Read More »
As retirement approaches, one of the most pressing financial questions individuals face is whether to prioritize paying off debt or focus on building retirement savings. The decision to enter retirement debt-free carries significant advantages, including reduced financial stress, greater flexibility with fixed income, and the preservation of retirement savings for essential expenses and enjoyment. However,
Should You Pay Off Debt Before Retirement? Read More »
As life expectancy increases, planning for a longer retirement becomes more crucial. Retirement is not just a financial milestone but a new phase of life that can span decades. A comfortable and fulfilling retirement requires strategic planning and proactive management of resources. This guide will help you navigate the complexities of planning for a longer
How to Plan for a Longer Retirement Read More »
When it comes to personal finances, there’s one constant truth: uncertainty is inevitable. Whether it’s unexpected medical expenses, a sudden job loss, or a global economic downturn, life has a way of throwing curveballs when we least expect it. As we near retirement, being financially equipped for the unexpected becomes even more crucial. And while
Navigating Uncertainty and Retirement: Preparing Your Finances for the Unknown Read More »
With winter behind us and warmer weather here, you’ve likely begun your spring cleaning. But when did you last tidy up your monetary clutter? In today’s episode of The Capitalized Life and Retirement Show, Matthew P. Johnson will be sharing some tips to help you organize your finances effectively.
Financial Spring Cleaning Read More »
Choosing the right financial partner is crucial and can significantly impact your retirement outlook. Whether planning for retirement, saving for a big purchase, or navigating complex investment decisions, a knowledgeable and trustworthy financial advisor can provide invaluable guidance. In this blog, we’ll explore key factors to consider when searching for the right financial advisor in
Choosing the Right Financial Advisor in Iowa 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
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 »
Wars, Congress, and the Federal Reserve have made predicting the economy’s future difficult. As we peel back the layers of uncertainty to see what’s inside, we can observe that November was a record-breaking month. However, the big question remains: How can we predict how the rest of the year will unfold? Listen to the
What’s On The Horizon? Read More »
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