Feeling lucky? The iconic Dirty Harry line, “Do you feel lucky, punk? Well, do ya?” might bring a nostalgic smile, but it also underscores an important truth about retirement planning: luck can only take you so far. True success comes from making informed, strategic decisions at every turn. Tune in to the latest episode of […]
Do You Feel Lucky Punk? Read More »
As you approach retirement, enhancing your retirement income becomes crucial for helping secure a sustainable financial future. For affluent Americans, the challenge isn’t just about preserving wealth—it’s about growing it to support a lifestyle that extends beyond basic living expenses. In fact, according to a 2023 UBS Global Wealth Management report, 60% of high-net-worth individuals
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As retirement approaches, reducing risk becomes a top priority. One of the greatest fears retirees have is running out of money before they run out of time. To help ensure a secure future, making strategic adjustments that protect your principal is crucial. Tune in to today’s episode of The Capitalized Life & Retirement Show with
So Many Things So Little Time Read More »
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 »
Achieving a comfortable retirement requires more than just a written outline—it demands a strategy that evolves with changing financial landscapes. A national opinion poll finds that working-age Americans are increasingly worried about retirement. According to the ‘Retirement Insecurity 2024: Americans’ Views of Retirement’ study, when asked if the nation faces a retirement crisis, 79 percent
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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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You’ve worked hard to build your retirement savings, but what comes next? How can you help ensure your investments deliver real returns? Join Matthew P. Johnson in the latest episode of Capitalized Life and Retirement Show as we explore strategies to help make your money work for you, minimize risk, and protect your wealth for future generations.
Getting a Real Return On Your Money Read More »
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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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 »
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