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 …
Over the course of the year, we get plenty of emails to the studio with specific questions on financial planning and saving for retirement. Today, we’re going to go through our top questions and provide educated answers that will hopefully help you on your way to retirement success. Let’s open the mail bag together in …
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 …
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
October is National Financial Planning Month and what better way to get started than with Johnson Wealth and Income Management. With the holidays right around the corner, National Financial Planning Month is a great time to plan ahead and take advantage of your financial health. If your retirement is just years away, now is the …
National Financial Planning Month with Johnson Wealth and Income Management Read More »
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 »
Stress Awareness Month has been recognized every April since 1992, but this year it seems particularly important. When it comes to financial planning, learning to cope with our stress and finding healthy ways to deal with these situations can go a long way in living a healthy and positive life. Every year, the sole purpose …
Taking the Stress Out of Retirement Planning this Stress Awareness Month Read More »
Financial planning for seniors is not a one-size-fits-all formula, especially when it comes to gender. For many women, financial planning is a daunting task that poses risk in the long term if overlooked. But there is one key strategy that could help close the gap, that so many are missing out on. Are women different when it …
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