Iowa may not be the first place that comes to mind when considering retirement destinations, but this Midwestern state has a lot to offer retirees. With its affordable cost of living, beautiful natural scenery, and friendly communities, Iowa can be an excellent choice for those looking to settle down and enjoy their golden years. In this …
As we age, planning for the future becomes increasingly important. One area that many retirees may overlook is long-term care planning. Long-term care is essential for retirees in Iowa, and planning ahead is crucial to help ensure a comfortable and secure retirement. According to the U.S. Department of Health and Human Services, an estimated 70% …
As we age, our financial well-being becomes increasingly important. Retirement planning is crucial, especially for women who tend to have longer lifespans, lower retirement savings, and fewer pension benefits than men. In Iowa and across the nation, women just like you face unique challenges in retirement, but there are ways to help empower yourself and …
We’re living in challenging and changing times. From inflation to interest rates, we have to be aware of the good, the bad and the ugly in order to properly evaluate our financial health. Listen to the latest Capitalized Life & Retirement Show with Matthew P. Johnson here to find out more. Capitalized Life Radio Show …
The rate of inflation may be cooling down, but what effect has the last few turbulent years had on your golden years? And how do you include inflation management into your future retirement plan? Let’s find out. The size of your retirement nest egg can be greatly influenced by several factors. Elements such as savings …
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As adults, we sometimes lose focus when it comes to our retirement planning and money management. Furthermore, we don’t allow ourselves the grace of failure in order to learn and make changes. When it comes to your retirement income strategy, ‘The Singularity of Purpose’ enables us to refocus on our financial goals while embracing, reflecting …
SECURE 2.0 is expected to reshape retirement tax incentives for years to come since the retirement savings law makes numerous changes to existing retirement account rules. Here’s what you need to know about changes to RMDs. The Secure Act 2.0 has brought a wave of changes to the retirement landscape, including significant alterations to the …
A new year is a great time to reflect on the past 365 days, and look ahead to potential changes for 2023. A recent survey by the University of Pennsylvania’s Wharton School of Business asked Americans over 50 asking what their top 5 regrets are. Listen to the latest Capitalized Life & Retirement show with …
If you’re retired, you need insurance. But where do you start in this overwhelming market? And what types of coverage do you need? Here’s what you need to know for those approaching retirement in Iowa. No one wants more bills to pay, especially when you’re on a fixed or limited income. But insurance is something …
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 …
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