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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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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We are nearing the end of the year and financial planning season. With the stress of everything else that occurs during this time, wealth management can seem like a big task, but we’re here to help. At Johnson Wealth and Income Management, our commitment is to help you work towards achieving all of your financial …
Thanksgiving sparks a number of discussions around the dinner table, some more welcome than others. If you have aging parents, retired parents or soon-to-be retired parents, try the below conversation starters to help them on their way to a fruitful financial future. Your golden years are a time to kick back and relax in the …
Cold Iowa winters are right around the corner, which also means 2022 is coming to a close. Now is the time to analyze your finances, help prepare for the last few months and plan for the year ahead. Johnson Wealth & Income Management is here to help you close out the year confidently, make this …
Fall is but days away, and what better way to help prepare for the busiest season of the year than making adjustments to your retirement plans? We all are guilty of spending more time planning our holidays than we do planning for our golden years. But by doing so, we make the basic mistake of …
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 …
Should Iowans Include Real Estate in Their Retirement Plan? Read More »
Simply “settling” for a financial advisor is never a good move. Knowing what questions to ask a financial advisor will save you time, effort, and money. To help you find the right advisor in 2022 here are the best questions to ask. Planning your financial future can sometimes be overwhelming. While you may be good …
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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 …
This Mother’s Day, Give the Gift of Retirement Security 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 »
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