As couples approach retirement, the landscape of financial planning changes dramatically. The decisions you make together in the years leading up to retirement will significantly impact your financial security, lifestyle, and peace of mind in your golden years. For high-net-worth individuals (HNWIs) in Iowa, the stakes are even higher, given the complexity of managing significant […]
A Guide to Retirement Planning for Couples 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,
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Recent world news has been intense—Federal Reserve changes, interest rates, and the upcoming election might have your head spinning. Understanding how these factors impact your financial future is crucial. In today’s latest episode of the Capitalized Life & Retirement Show, Matthew P. Johnson breaks down these complex topics, offering insights and strategies to help you
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 »
Women face unique challenges when it comes to saving and investing for retirement. In today’s episode, we’ll explore an article from BlackRock that highlights the financial disparities between men and women, emphasizing how differing approaches to money can impact retirement planning. Tune into the latest Capitalized Life and Retirement Show with Matthew P. Johnson to
Women’s Retirement Crisis Read More »
Preparing your finances for retirement is a crucial step to help ensure a comfortable and stress-free life after years of hard work. With rising healthcare costs, increasing life expectancy, and the unpredictability of the financial markets, it’s more important than ever to have a solid retirement plan in place. This process involves assessing your current
Are You Ready for 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 »
Every now and then, we encounter old ideas dressed up as new. Take the financial industry, for example, where we’re presented with outdated technology as revolutionary, even though it hasn’t really changed much. Tune in to the Capitalized Life and Retirement Show for our latest episode, where Matthew P. Johnson will guide us in separating
Debunking Retirement Myths Read More »
Retirement is a significant milestone in life, marking the transition from decades of hard work to a well-deserved period of relaxation and enjoyment. However, the journey to retirement bliss requires careful planning and strategic financial management. At Johnson Wealth and Income Management, Matthew P. Johnson and his team of Fiduciary advisors has decades of experience
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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 »
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