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 …
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 …
As the last few years rocked the economy, many Americans are looking to their retirement years with dread and worry – not the Golden Years they were anticipating. Fear of the unknown is something that can affect any one of us, so as we embark on a new year, what are the top four fears …
The headlines are in and the news is mixed, will there be a recession to hit Iowa or not? In 2023, the message is clear – prepare > predict. In the face of a market downturn, it can be hard to know where to put your money. While panel members of Iowa’s Revenue Estimating Conference …
Understanding the risk factors that can come between you and your ability to retire (both how and when you want) is an important step toward meeting your retirement goals. In today’s environment, Risk Management is more important than ever. If you’re nearing retirement, increasing your focus on monitoring risks in response to an ever increasing …
There’s debt, and then there’s debt that could potentially have a stranglehold on your retirement. Find out the facts and how you can deal with debt (especially as you near retirement) with Matthew P. Johnson in the latest Capitalized Life & Retirement Show here. Capitalized Life Radio Show · Debt By The Billions
The biggest misconception about investing is that it’s reserved for the rich. But there are plenty more myths out there to be aware of. Here’s our top tips on what to lean towards, and want to try and avoid, when investing for the future. So you want to invest in stocks, but you don’t know …
There’s a long list of factors to consider on your road to retirement. And life insurance should be near the top of that list. This blog will go over the difference between group (employer) and individual life insurance and their advantages and disadvantages. As you approach retirement, you’re probably wondering if there are any moves …
Life Insurance Employer Benefits vs. Private Policies Read More »
We all know we’re going to die. But what we don’t all know is where our money is going. Who will have your car, home and even family farm? Today we’re discussing estate planning and who will get your assets. An uncomfortable topic? Sure. But a necessary one at that. Listen to this week’s Capitalized …
Being encouraged to always “follow your heart” or “YOLO” (You Only Live Once) may sound good for, say, a decision about your love life. But for your money? Not so much. In today’s Capitalized Life and Retirement Show, Matthew P. Johnson discusses why as much as clichés may appeal to many, applying it all the time …
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