Iowa Fiduciary

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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charitable giving

Tax-Friendly Charitable Giving Strategies for Retirees

As the leaves start to turn, you can turn your attention to autumn-themed ways to give back through volunteering or donating. Charitable giving can help those in need and give retirees purpose and fulfillment. However, tax considerations are crucial in charitable donations, especially for retirees living on fixed incomes.  In this blog, we will explore tax-friendly charitable giving strategies that …

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Helping Protect Your Retirement Investments

Retirement marks a significant turning point in life, especially for those who have spent years accumulating assets and building a comfortable financial cushion. But no matter how careful you are about saving, there’s always the chance that something could happen to your money.  As you progress to retirement, the importance of shielding and cultivating the …

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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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Exploring Alternative Investment Options

Investment options like bonds, stocks, and mutual funds often dominate the conversation. However, while these traditional asset classes are essential parts of a balanced portfolio, it’s crucial not to overlook the value that alternative investments can bring. This blog will explore alternative investments, mainly focusing on real estate, private equity, and more. The objective is …

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Iowa Fiduciary

The Cost of ‘I Don’t Know’.

As an Iowan close to retirement, these three words could be more financially devastating than you may think… “I. Don’t. Know.” Listen to the latest podcast with Matthew P. Johnson of Johnson Wealth and Income Management here to find out more.   Capitalized Life Radio Show · The Cost of ‘I Don’t Know’