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 …
Effective estate planning is an essential part of your end-of-life plan and shouldn’t be ignored. Not having an estate plan can lead to confusion about your wishes, as well as emotional stress for your family. As retirees in Iowa embark on the next chapter of their lives, planning for the future is essential. More than …
Ouch. Are you feeling the burn in your back pocket? As we all ship hard-earned cash to Uncle Sam, it’s left many of us feeling the sting. But what can we learn from this year’s taxes? Can we use it to our advantage? Listen to the latest Capitalized Life and Retirement Show with Matthew P. …
Tax Day is tomorrow! Are you prepared? These last-minute tax tips will help you handle Tax Day like a pro and potentially save you some cash and stress along the way. We all dislike paying taxes. Still, the saying coined by Ben Franklin more than 200 years ago—“Nothing is certain except death and taxes”—rings true …
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 …
People approaching retirement look at five different components when scouting for locations: proximity to family and friends, affordability, health-care accessibility, weather, and crime. While sunny Florida might come first to mind as a retirement spot that meets those criteria, Iowa is becoming an increasingly popular place for retirees. America’s Heartland has not been getting enough …
With updates to many tax laws and questions over stimulus payments, unemployment, and other adjustments made by the IRS, this tax season may raise more questions than normal. For most Americans, the tax deadline is fast approaching. After two years of extended deadlines due to the COVID-19 pandemic, Tax Day is officially April 18, 2022 …
Tax Deadline Incoming! Get Prepared with Johnson Wealth and Income Management. Read More »
Let’s talk taxes. Especially in today’s economy, when you start putting money away for retirement, you might be thinking of the tax benefits or consequences you’ll incur. More than a third of current retirees (35%) did not consider how taxes would affect their retirement income when planning for retirement, according to the Nationwide Retirement Institute’s …
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