Iowa financial planning

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Seizing Opportunity: Is Now Is the Time to Invest in Annuities?

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With economic uncertainties and market fluctuations, it’s natural to feel uneasy about your financial security. However, now might be the perfect time to consider purchasing annuities to help safeguard your retirement income. Annuities are financial products that provide a stream of income payments to the holder over a specified period, typically during retirement. They are […]

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How Interest Rates Impact Prices: What You Need to Know

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What’s been happening in the market, and why are we seeing a resurgence? The market has shown signs of vitality, with asset values on the rise and portfolios experiencing growth. So, what’s the explanation behind this phenomenon? Watch the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more. Matthew P.

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Iowa Fiduciary

Should Your Retirement Plan Include Long-Term Care Insurance?

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Planning for retirement in Iowa encompasses various financial aspects, from accumulating savings to managing investments, and envisioning your desired lifestyle. While many focus on building a robust nest egg, overlooking the potential need for long-term care can jeopardize financial security in later years. In today’s economic environment, incorporating long-term care insurance into your retirement plan

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2024 Challenge: What Do YOU Want from Retirement?

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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

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HNWI: Charitable Giving Tips This #GivingTuesday

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Charitable giving presents high-net-worth investors with a distinctive opportunity to impact organizations and causes close to their hearts. Giving Tuesday gives retirees a prime opportunity to amplify the effect of their charitable contributions. High-net-worth individuals (HNWI) closing in on retirement can capitalize on strategies like qualified charitable distributions from IRAs and the potential to itemize

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