financial advisor

Achieving Financial Freedom in Retirement with Johnson Wealth and Income Management

Retirement should be a time of relaxation, fulfillment, and freedom from financial worries. However, achieving financial freedom in retirement requires careful planning, prudent investing, and expert guidance.  In this blog, we’ll explore how you can realize your dream of financial independence during your golden years with the help of Johnson Wealth and Income Management. Why […]

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Legacy Planning: Help Your Wealth Live On

As we journey through life, accumulating wealth and achieving success, it’s natural to want to leave a lasting legacy for future generations. Legacy planning goes beyond traditional estate planning by encompassing not only the transfer of financial assets but also the preservation of family values, traditions, and aspirations.  In this blog, we’ll explore the importance

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Mailbag

We’re diving into our mailbag to address some pressing questions. Today’s listener, Jocelyn, asks, “I’ve just turned 60, and I’m feeling anxious about how much longer I can work before retiring. I have debt that I am working to pay off, but the high-interest rates are taking a toll on me. Should I consider starting my

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National Clean Up Your IRS Act Month: Tips for Tax Season

March is National Clean Up Your IRS Act Month, which serves as a timely reminder to review, organize, and streamline your tax-related documentation and strategies. Tax season is upon us! It’s a time when individuals and businesses alike take stock of their financial affairs, helping ensure compliance with tax regulations and optimize their strategies.  In

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Emotional Decisions With Long-Term Implications

When planning for your retirement, it’s crucial to consider not only short-term financial decisions but also long-term ones. Your golden years should be a time of financial security and peace of mind, which requires thoughtful planning and foresight. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

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Iowa Fiduciary

Achieving Your Financial Resolutions in 2024 with Johnson Wealth and Income Management

As the calendar turns to a new year, we’re presented with the golden opportunity of recalibrating our financial compasses. It’s time to set new goals for ourselves, and our team at Johnson Wealth and Income Management is here to help you reach them. Strengthening your nest egg. Investing wisely. Preparing for retirement. No matter your

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