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 …
An increasingly aging society is reshaping our perspective on retirement and how we prepare for it. As individuals live longer and healthier lives, let’s explore what this might mean for your retirement strategy. Access to quality health care is changing how people age in our modern world. Some scientists even say that aging can be …
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 …
Tax-Friendly Charitable Giving Strategies for Retirees Read More »
Iowa has earned the title of the #1 place to retire, all thanks to its unbeatable combination of safety, healthcare, and affordability. As you contemplate where to spend these golden years, consider looking no further than the heartland of America. Nestled among picturesque landscapes, this often underrated gem offers a trifecta of benefits that make …
As you transition into retirement, you face many important decisions that will impact your quality of life for the rest of your life. The trouble is, that many people ignore or put off these critical decisions when it matters most. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to …
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 …
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, …
How to Help Prepare for an Unpredictable Retirement Read More »
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 …
Many Americans are understandably worried about the state of the economy and what it means for their retirement. If you’re flooded with alarming news about the current financial markets, you may be asking yourself, “Is it still possible that I can have the retirement I dreamed of?” Find out what unpredictability means for your retirement …
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’
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