Diversification is the process of spreading out your money in different investments, so that you’re not too exposed to any one investment. The primary purpose of diversification is to mitigate risk. Listen to the latest Capitalized Life & Retirement Show with Matthew P. Johnson here to learn how diversification works, why it’s so important and …
Drama is raging throughout the banking sector with the collapse of SVB Bank. And as we’re on track to reach the peak of baby boomers hitting retirement in 2024, it’s only natural many are fearing a repeat of the 2007–2008 financial crisis. Is a repeat on the way, or is this a simple reminder that …
Are we headed for recession? Are we already in one? Are we past the unsafe stage? If you are losing money in your investments, or simply nervous given the current market situation, there are a few ways to help reduce your risk. But you need to take action now. Listen to the latest Capitalized Life …
As you approach retirement age, one of the most important decisions you’ll have to make is selecting the right Medicare Coverage. With so many healthcare options available, it can be overwhelming to navigate the Medicare system and choose the best plan for your needs and budget. Below, we’ll take a look at some key factors …
Navigating Medicare: How to Choose The Best Coverage for Your Needs Read More »
We’re living in challenging and changing times. From inflation to interest rates, we have to be aware of the good, the bad and the ugly in order to properly evaluate our financial health. Listen to the latest Capitalized Life & Retirement Show with Matthew P. Johnson here to find out more. Capitalized Life Radio Show …
You’ve finally reached the day you hang up your working hat. Now you’ve received your last official paycheck, how do you feel? Are the numbers in your accounts affecting how you feel? If so positively or negatively? At the end of the day, it’s about how YOU feel once you hit retirement that matters. Find …
As adults, we sometimes lose focus when it comes to our retirement planning and money management. Furthermore, we don’t allow ourselves the grace of failure in order to learn and make changes. When it comes to your retirement income strategy, ‘The Singularity of Purpose’ enables us to refocus on our financial goals while embracing, reflecting …
Starting a family in your 40s means you’ve had time to help get established in your career, but also that your youngest may be in university at the same time you were hoping to be retired. Here’s some pros and cons of having children later in life, and what it means for your retirement. Through …
Having Kids Later in Life? How to Plan For Retirement Read More »
There are dozens of excuses for not saving for retirement. However, there are many reasons why the longer you wait to start saving, the more financially difficult it will be in the future. Here’s why developing a plan and taking advantage of every savings opportunity can help set you on a path to financial freedom …
How to Help Maximize Returns from your Retirement Savings Accounts Read More »
In Iowa and across the nation, a new year brings new policies. As Congress passed a major boost to retirement savers via the SECURE Act 2.0, here’s what you need to know about major changes to RMD rules that kicked in Jan 1. Retirement is a big part of the American Dream. You work hard …
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