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 »
For individuals approaching retirement, year-end financial planning is an opportunity to review and refine their financial strategies. This process not only helps prepare for a financially stable retirement but also helps ensure that wealth management aligns with current goals, risk tolerance, and the ever-changing tax and economic environment. At Johnson Wealth and Income Management, we
End-of-Year Financial Planning Read More »
As we make our way through the holiday season, many of us reflect on the causes that matter most and how we can make a meaningful impact. For those nearing retirement, charitable giving can be especially rewarding, combining personal values with financial benefits. However, navigating the various ways to give strategically can be complex, especially
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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
Boosting Your Retirement Income With Johnson Wealth and Income Management Read More »
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 »
Wayne Gretzky famously said, ‘Skate to where the puck is going, not to where it has been.’ This wisdom also applies to your finances—having a clear purpose for your money is often more valuable than simply chasing performance. Join Matthew P. Johnson on The Capitalized Life & Retirement Show to explore how aligning your financial strategy
Where The Puck Is Going Read More »
International Fraud Awareness Week highlights a pressing issue affecting many Americans, particularly those approaching retirement: the threat of financial fraud. In 2023, the Federal Trade Commission (FTC) found that older adults had reported losing more than $1.9 billion to fraud. Because the vast majority of frauds are not reported, this figure represents only a fraction
International Fraud Awareness Week: Protecting Your Retirement Funds Read More »
Sometimes, what’s marketed as ‘new and groundbreaking’ in finance is really just an old idea with a fresh coat of paint. The industry is filled with so-called ‘revolutionary’ tech that hasn’t changed much. Tune in to the latest Capitalized Life and Retirement Show, where Matthew P. Johnson dives into the facts behind the hype—helping you
Debunking Retirement Myths 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 »
The saying, ‘If you want to go fast, go alone. If you want to go far, go together,’ applies to many areas of life—including investing for retirement. While many options are available for DIY investors, having the right guidance can make all the difference in achieving long-term success. Tune in to today’s Capitalized Life and
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