Financial planning

Financial Tips for International Day of Disaster Reduction

When it comes to mitigating disasters, a culture of preparedness and long-term safety can prove invaluable when it comes to your finances.  The International Day for Disaster Risk Reduction observed on 13 October, is an opportunity to acknowledge the progress being made toward reducing disaster risk and losses in lives, livelihoods and health, to prepare …

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Can I Afford To Retire?

If you’re getting ready to retire or thinking about retirement, it’s important to get your finances in order. The first step is meeting with a Fiduciary Advisor. They can help you address the most fundamental retirement question of all. Watch the latest Capitalized Life and Retirement Show podcast with Matthew P. Johnson here to learn more.

Iowa Fiduciary

Now What?

You’ve probably heard the saying, “You can’t fight the FED,” but what does it really mean? It means that the Federal Reserve (FED) greatly impacts our money and what we can buy. The FED’s decisions can directly influence our economy. Even as inflation led to higher interest rates, the FED chose not to adjust them. …

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Considerations When Building a Retirement Plan

If you’ve invested years in growing your retirement savings, it’s natural to want to protect those hard-earned assets. Despite your diligent savings efforts, unexpected financial challenges are always a possibility. But with careful preparation, you can establish a plan that helps provide peace of mind as you approach your golden years. In this blog, we’ll …

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Longevity planning

For The Long Haul

Are you personally prepared for a retirement that will be longer than expected? People are living longer than you may think, so a sound retirement plan needs to anticipate a retirement that could last decades. Listen here to learn more. Capitalized Life Radio Show · For The Long Haul

How to Help Prepare for an Unpredictable Retirement

As we celebrate National Financial Awareness Day, we must recognize that retirement planning is not a one-size-fits-all process. While retirement is an exciting phase of life, it can also be unpredictable, especially in today’s ever-changing economic landscape.  In this blog, we will delve into essential tips to help you secure a financially stable future. So, …

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Protecting Your Wealth and Legacy in Retirement

Protect your wealth in retirement and step into a world where retirement isn’t simply a destination. It’s a vibrant new chapter brimming with possibilities. Today, we invite you to discover exciting opportunities beyond conventional relaxation and financial security notions. Growing your wealth is only a step in your retirement journey. To help ensure your nest …

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