retirement planning in Iowa

Iowa Fiduciary

Achieving Your Financial Resolutions in 2024 with Johnson Wealth and Income Management

As the calendar turns to a new year, we’re presented with the golden opportunity of recalibrating our financial compasses. It’s time to set new goals for ourselves, and our team at Johnson Wealth and Income Management is here to help you reach them. Strengthening your nest egg. Investing wisely. Preparing for retirement. No matter your […]

Achieving Your Financial Resolutions in 2024 with Johnson Wealth and Income Management Read More »

2024 Challenge: What Do YOU Want from Retirement?

Reflecting on 2023, it proved to be a challenging year. From the Federal Reserve’s decision to raise interest rates to the volatile fluctuations in the stock market, it felt like a lengthy journey. As we turn our attention towards 2024, we must approach retirement with objectivity and clarity. Watch the latest Capitalized Life and Retirement

2024 Challenge: What Do YOU Want from Retirement? Read More »

The Guide

Have you ever found yourself lost in an unfamiliar place? The road to retirement can feel like getting lost in a foreign destination. In a world full of chaos and unpredictability, a financial advisor can make a big difference. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn

The Guide Read More »

New Retirement Savings Rule: Putting Your Interests First

The U.S. Department of Labor announced Oct. 31 a proposed rule to expand the scope of investment advice from a financial professional that would be considered a ‘Fiduciary’ under the Employee Retirement Income Security Act and Internal Revenue Code. Aligned with the Biden-Harris administration’s efforts to help protect retirement investors, the proposal would require trusted

New Retirement Savings Rule: Putting Your Interests First Read More »

Matthew P. Johnson on “Schwab Network” with Nicole Petallides

The Federal Reserve has continuously used vague language regarding the rate hike cycle. Economists expected an increase, and many were relieved there wasn’t one. But what does it mean for the rest of the year? Here, Matthew P. Johnson of Johnson Wealth and Income Management joins Nicole Petallides on the Schwab Network to discuss the

Matthew P. Johnson on “Schwab Network” with Nicole Petallides Read More »