Less than two years after the Secure Act ushered in significant changes to the nation’s retirement system, more modifications may be on the horizon. The Ways and Means Committee released the first draft of a major tax bill in September of this year. While increasing taxes to pay for other social policies and government infrastructure […]
Retirement Taxes You Need to Know in 2022 Read More »
If you’ve decided on making money moves to help safeguard your financial future, make sure you’re aware of three critical moves first. Listen to Matthew discuss here.
Nothing Will Change Until You Take Action Read More »
There’s some cognitive dissonance in the saying “Do as I say and not as I do.” Today, we are being
Do As They Said, Not As They Do Read More »
Are you looking at your brokerage account and/or stock portfolio statements and seeing nice, big gains in your balance? Unfortunately,
Why An Unrealized Gain Is No Gain At All Read More »
While your friends and family wish nothing but the best for you, when it comes to giving financial advice, they could be (unintentionally) sabotaging your efforts to a financially stable retirement. Listen to Matthew P. Johnson discuss why if you want financial advice, you should always go to a professional.
Quit Listening to Your Friends Read More »
As a nation, July is the month we celebrate independence. But what about Financial Independence? Financial Independence occurs when you’ve
Claim Your Independence Read More »
In this video Mathew Johnson discusses “The Terminal Illness Takeaway” To speak with Matthew directly toll-free at 866-290-3837 to schedule 15
The Terminal Illness Takeaway Read More »
Let’s talk taxes. Especially in today’s economy, when you start putting money away for retirement, you might be thinking of the tax benefits or consequences you’ll incur. More than a third of current retirees (35%) did not consider how taxes would affect their retirement income when planning for retirement, according to the Nationwide Retirement Institute’s
Get the Inside Scoop on Retirement Taxes in Iowa Read More »
Hear Matthew P. Johnson’s thoughts on Estate Planning and the importance of having an Estate Plan.
In this video Mathew Johnson discusses Cognitive Dissonance in Investing. To speak with Matthew directly toll-free at 866-290-3837 to schedule 15
Cognitive Dissonance in Investing Read More »
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