Iowa estate planning

Iowa real estate retirement planning

Should Iowans Include Real Estate in Their Retirement Plan?

Investing in real estate is one of many ways to set aside funds for retirement. If diversifying your savings is a golden-year goal, then including real estate could be an advantageous strategy.  Iowa is perhaps one of the most retiree friendly states in the United States. Its low cost of living and substantial tax benefits …

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Mother's financial planning Iowa

This Mother’s Day, Give the Gift of Retirement Security

While we’re sure mom LOVES flowers and chocolates on Mother’s Day, the unconventional gift of a retirement plan could be the gift she’s always wanted – and needed. Our mothers do so much for us without us even knowing. American moms oversee housework, child care, elder care, cooking, problem solving, scheduling appointments, and anything else …

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Taking the Stress Out of Retirement Planning this Stress Awareness Month

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 …

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Tax Deadline Incoming! Get Prepared with Johnson Wealth and Income Management.

With updates to many tax laws and questions over stimulus payments, unemployment, and other adjustments made by the IRS, this tax season may raise more questions than normal. For most Americans, the tax deadline is fast approaching. After two years of extended deadlines due to the COVID-19 pandemic, Tax Day is officially April 18, 2022 …

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Iowa Fiduciary

Iowa Fiduciary Services Part 4: Estate Planning

The COVID-19 Pandemic has changed the nation’s perspective on many things, and estate planning is definitely one of them. Here’s why planning for the unexpected has never been more important. Chances are you’ve spent plenty of time pondering how much money you’ll have available at retirement. But what have you done to plan for your …

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