Iowa estate planning

Iowa Fiduciary

Refresh Your Estate Plan with Johnson Wealth and Income Management

Think your estate plan is a one-and-done task? Think again.  January is arguably the best time to refresh your estate plan. If “getting organized” was one of your New Year’s resolutions, organizing your estate plan should be a part of that goal. Here’s what you need to know to get started with Johnson Wealth and …

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Iowa Fiduciary

Financial New Year’s Resolutions with Johnson Wealth and Income Management

Ready to reshape your finances in the year ahead? Whether you’re in retirement, near retirement, or just want your financial house in order, this article is for you.  It’s nearly the new year– a time when we all make resolutions and set goals for ourselves. But if you are like most people, you might not …

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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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