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 …
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 …
Starting a family in your 40s means you’ve had time to help get established in your career, but also that your youngest may be in university at the same time you were hoping to be retired. Here’s some pros and cons of having children later in life, and what it means for your retirement. Through …
Having Kids Later in Life? How to Plan For Retirement Read More »
Preparing for tax season can be overwhelming, but it doesn’t have to be. With a little planning and organization, you can make the process as smooth as possible. Here are some tips to help you prepare for tax season in 2023. It’s the beginning of the new year, and you might be feeling a little …
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 …
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 …
Financial New Year’s Resolutions with Johnson Wealth and Income Management Read More »
Retirement is filled with hopes, dreams, and yes – fears of the unknown. To help you avoid common retirement misconceptions, Johnson Wealth & Income Management are reviewing these 10 common retirement planning myths with you. People entering retirement have more than likely heard some wisdoms but not all of them are accurate. Retirement planning takes …
Knowledge is power. Keeping up to date on the latest state legislations won’t only allow Iowans to plan their finances more effectively, but it will also help you make smarter money moves on the road to retirement. Here’s what you need to know about the recent Iowa Flat Tax law change and what it means …
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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