Many of us are familiar with the basics of taxes, but navigating the tax implications of investing or selling assets requires a deeper understanding. Tune in to the latest episode of the Capitalized Life and Retirement Show with Matthew P. Johnson to gain valuable insights into optimizing your tax strategy. Matthew P. Johnson is President […]
Taxes Unveiled: Short vs Long Term Implications Read More »
New labor data last week shows that U.S. prices in March rose 3.5% from a year ago, hotter than economists expected and the third straight month that inflation has accelerated. What does this mean to investors? Should you make changes to your investment portfolio or wait? Tune in to the Capitalized Life and Retirement Show
Does the thought of retirement stress you out? Have you ever considered extending your working years as part of your retirement plan? If you’re nearing retirement age, you’re not alone. Tune in to the Capitalized Life and Retirement Show with Matthew P. Johnson to discover strategies for easing these concerns on your journey to a
Dubious Retirement Read More »
Let’s take a look at the recent trends in the stock market over the past few months. Are we witnessing signs of overheating? Are there indications of increased market volatility? Tune in to today’s Capitalized Life and Retirement Show, where Matthew P. Johnson will provide key market monitoring tips.
Bubblicious Market Read More »
Welcome to Financial Literacy Month! April provides an invaluable opportunity to shed light on the intricate financial challenges that confront aging Americans as they approach retirement. Discover the pivotal role financial literacy plays in helping secure a prosperous retirement journey here. At Johnson Wealth and Income Management, located right here in the heart of Iowa,
Are You Clued Up on Your Financial Literacy? Read More »
While the phrase ‘too little, too late, too long’ might seem pessimistic, on today’s episode of The Capitalized Life and Retirement with Matthew P. Johnson, we explore each dimension and its relevance to retirement planning. Our mission? To alleviate any concerns and empower you to embrace retirement with confidence! Listen here to learn more.
Too Little, Too Late, Too Long Read More »
Retirement should be a time of relaxation, fulfillment, and freedom from financial worries. However, achieving financial freedom in retirement requires careful planning, prudent investing, and expert guidance. In this blog, we’ll explore how you can realize your dream of financial independence during your golden years with the help of Johnson Wealth and Income Management. Why
Achieving Financial Freedom in Retirement with Johnson Wealth and Income Management Read More »
As we journey through life, accumulating wealth and achieving success, it’s natural to want to leave a lasting legacy for future generations. Legacy planning goes beyond traditional estate planning by encompassing not only the transfer of financial assets but also the preservation of family values, traditions, and aspirations. In this blog, we’ll explore the importance
Legacy Planning: Help Your Wealth Live On Read More »
We’re diving into our mailbag to address some pressing questions. Today’s listener, Jocelyn, asks, “I’ve just turned 60, and I’m feeling anxious about how much longer I can work before retiring. I have debt that I am working to pay off, but the high-interest rates are taking a toll on me. Should I consider starting my
While the consumer price index is projected to have risen 0.2% in the final month of 2023 (or 3.2% for the full year), there is a wide gap between what the Fed has indicated in terms of rate cuts and what the market is expecting. Curious about the recent conflicting news on inflation? You’re not
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