retirement income planning

Iowa Fiduciary

Mailbag

Today, we’re opening the virtual mailbag to answer the most pressing questions we receive here at Johnson Wealth and Income Management. Today’s listener, Judith, asks, “I’m on a fixed income, pay rent, have my Social Security income, pension, CDs, and insurance policies. But I’m not invested in stocks, and this income still isn’t enough to …

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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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Retirement podcast Iowa

The More You Know The Straighter You Go

“The shortest distance between two places is a straight line.” In retirement planning, this translates to driving a personal goal straight to a dream destination: It sounds easy, right? But it’s not always smooth, straight roads on your journey to retirement. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here …

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Iowa real estate retirement planning

Should Iowans Include Real Estate in Their Retirement Plan?

Investing in real estate is one of many ways to set aside funds for retirement. If diversifying your savings is a golden-year goal, then including real estate could be an advantageous strategy.  Iowa is perhaps one of the most retiree friendly states in the United States. Its low cost of living and substantial tax benefits …

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