Business owners have many responsibilities ranging from managing finances and personnel to navigating market changes and customer needs. But running a business doesn’t come without layers of complexity and daunting challenges. Join us as we reveal some red flags to watch out for in the latest Capitalized Life and Retirement Show with Matthew P. Johnson […]
Business Owner Blunders Read More »
Everyone dreams of exiting the workforce, but how can you be sure you’re truly ready to retire? Retirement is more than just a dream—it’s a phase of life many long for but few are truly prepared for. It’s a time when you say goodbye to the daily grind and embrace the freedom to pursue your
Retirement Readiness: Signs You’re Ready to Embrace the Transition Read More »
Do you have a well-defined retirement plan, and is it the best option for your unique needs? Saving for your golden years often feels overwhelming, but exploring your options can help you see problems you might have missed while finding better ways to save, spend, and grow your nest egg. Listen to the latest Capitalized Life and Retirement
It’s A Plan, But Is It The Right One? Read More »
The 2024 tax season will officially start on January 29, 2024, according to the Internal Revenue Service (IRS). Proactive tax planning can help you minimize liability, help maximize your savings, and help ensure compliance with the latest tax regulations. The IRS expects more than 128.7 million individual tax returns to be filed by the April
Now is the Time to Kickstart Your Tax Planning Strategy Read More »
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
Should Your Retirement Plan Include Long-Term Care Insurance? Read More »
How much of your money should be generating income? Whether you’re in the accumulation stage or retired and in the distribution stage, the answer is unequivocally all of it at all times. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
All of It, Always, All of The Time Read More »
Managing your money in 2024 is crucial. Regardless of any past mistakes, each day presents a fresh opportunity. You have the power to make financial improvements. Let’s make 2024 a year of keeping our resolutions. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.
Take Control For 2024 Read More »
When we think about 2023, we remember the events that unfolded overseas in September and October. However, in November, the stock market hit an all-time high. While things are going well now, it’s important to remember that this good fortune won’t last forever. Listen to the latest Capitalized Life and Retirement Show with Matthew
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
2024 Challenge: What Do YOU Want from Retirement? Read More »
While achieving financial stability and improving your quality of life during retirement is important, it’s equally vital to consider the broader dimensions of your life’s journey. Discover how lifestyle planning can change your perspective on retirement preparation by listening to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here.
Lifestyle Planning Read More »
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