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JohnsonBrunetti
United States
Приєднався 5 лют 2013
Johnson Brunetti is an independent Retirement & Specialty firm. We help pre-retirees and retirees get the financial guidance and service they need and deserve to plan for their financial independence. Founded in 2003, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients through the retirement planning process.
We offer complete services to address all your financial priorities including:
Retirement Planning
Estate Planning
Asset Management
401K Guidance
Wealth Protection
Life Transitions
Long-Term Care Insurance Options
Our goal is to take the fear out of your financial future and give you confidence in what lies ahead.
Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.
We offer complete services to address all your financial priorities including:
Retirement Planning
Estate Planning
Asset Management
401K Guidance
Wealth Protection
Life Transitions
Long-Term Care Insurance Options
Our goal is to take the fear out of your financial future and give you confidence in what lies ahead.
Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.
How Do I Start Investing and Grow My Wealth?
Learn how to start investing and build your wealth with advice from Jake Doser, CFP®, CPWA®. Discover how to define your investment goals and choose the right investment vehicles for your portfolio.
Tune in to learn more!
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Tune in to learn more!
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Переглядів: 114
Відео
Catch up on Retirement Savings
Переглядів 3714 годин тому
Many individuals find themselves lagging in retirement savings or not quite meeting their goals. So, how can we bridge this gap? Here to share more is Eric Hogarth, CFP® on Better Money with WFSB Channel 3. Subtitles are auto-generated.
Why An Estate Plan Needs to Be Part of Your Retirement Plan
Переглядів 12119 годин тому
Discover the importance of having an estate plan with insights from Nicholas J. Colantuono, CFP® on Better Money Boston. Learn how clear estate planning can protect beneficiaries, ease burdens, and reduce taxes. Tune in now! To learn more about Johnson Brunetti, visit bit.ly/48uadfC. Looking for other ways to enhance your financial wisdom? Explore our collection of free resources bit.ly/3QJZ9EH...
How Do I Save Taxes in Retirement?
Переглядів 40621 годину тому
Jake Doser, CFP®, CPWA® joins this week's Money Wisdom Question Series to share tax strategies for retirement. Don't miss out on these valuable insights! Subtitles are auto-generated.
Identity Theft - Tips with an FBI Agent
Переглядів 2814 днів тому
Join Joel Johnson, CFP® and retired FBI Special Agent Jeff Lanza for a special edition of Better Money on WFSB Channel 3! Learn the top three essential steps to protect your identity. Don't miss this informative episode! Subtitles are auto-generated.
What Is a Retirement Plan?
Переглядів 14714 днів тому
We frequently discuss the importance of having a retirement plan, but what exactly does it entail? This week's Money Wisdom Question Series features Jake Doser, CFP®, CPWA®, who breaks down the essential components of a comprehensive retirement plan. Tune in to find out! Subtitles are auto-generated.
How Do I Know When to Take Social Security?
Переглядів 10721 день тому
Social Security can be very confusing. Nicholas J. Colantuono, CFP® appears on Better Money Boston to explain the key factors in determining the optimal age to claim SS benefits. Discover how your retirement income needs, life expectancy, marital status, and employment status all play a crucial role in this decision. Don't miss out! Subtitles are auto-generated.
Can I Retire at 58 with $500K and an Inheritance on the Way?
Переглядів 2121 день тому
Eric Hogarth, CFP® joins Better Money with Kara Sundlun to explore an insightful client scenario. They delve into topics such as marital status, healthcare costs, and more. Tune in to gain valuable insights into smart financial planning! Subtitles are auto-generated.
Refreshing Your Finances: A Spring Cleaning Guide
Переглядів 115Місяць тому
This week on Better Money, Joel Johnson, CFP® discusses which financial documents you should keep and which you can discard. Staying organized and keeping your records up-to-date is essential! Subtitles are auto-generated.
The Wealthy Mindset in Retirement
Переглядів 275Місяць тому
Join us for an enlightening discussion with Nicholas J. Colantuono, CFP® on Better Money Boston. Nick delves into adopting a millionaire mindset for retirement planning, emphasizing the balance between growth and fund preservation. Learn from past financial mistakes and focus on maintaining financial wellness. To learn more about Johnson Brunetti, visit bit.ly/48uadfC. Looking for other ways to...
What Should My Relationship Be With Roth IRAs?
Переглядів 323Місяць тому
Are you curious about the benefits of a Roth IRA and how it differs from a traditional IRA? Key factors to consider include income limits and tax implications when choosing between the two. In this week's Money Wisdom Question Series, Jake Doser, CFP®, provides valuable insights. Subtitles are auto-generated.
Do I Need a Long-Term Care Plan?
Переглядів 114Місяць тому
Are you aware that the majority of individuals will require Long-Term Care (LTC) at some stage in their lives? David Shapiro appears on Better Money Boston to discuss whether an LTC plan suits you and to explore the variety of options available. To learn more about Johnson Brunetti, visit bit.ly/48uadfC. Looking for other ways to enhance your financial wisdom? Explore our collection of free res...
How to Build a Retirement Income Plan
Переглядів 129Місяць тому
Explore the importance of having a retirement income plan with Nicholas J. Colantuono, CFP® as he breaks down why it's crucial and how to create one. Learn about its components including income sources, investment strategies, health care, tax efficiency, legacy planning, and more. Subtitles are auto-generated.
Now That We're Out of Tax Season, How Can I Prepare for Next Year?
Переглядів 127Місяць тому
Now that you have filed your taxes, the year ahead may seem daunting, but did you know there are things you can do to set yourself up for success this 2024 tax year? It's important to be proactive and understanding the benefits that are available to you. Nicholas J. Colantuono, CFP® shares on the Money Wisdom Question Series. Subtitles are auto-generated.
What are the Pros and Cons of Fixed Annuities?
Переглядів 119Місяць тому
Eric Hogarth, CFP® joins Kara Sundlun on Better Money this week to break down the benefits and drawbacks of Fixed Annuities. Tune in to learn more about how this long-term investment product works and whether it may be a good option for your financial goals. Subtitles are auto-generated.
How Should I Track My Financial Goals?
Переглядів 142Місяць тому
How Should I Track My Financial Goals?
At Age 58 with $500K Saved and a $500K Inheritance on the Way, Can I Retire?
Переглядів 3552 місяці тому
At Age 58 with $500K Saved and a $500K Inheritance on the Way, Can I Retire?
4 Facts to Understand About Social Security
Переглядів 1132 місяці тому
4 Facts to Understand About Social Security
How Can Families Spark Conversations About Financial Planning?
Переглядів 1052 місяці тому
How Can Families Spark Conversations About Financial Planning?
4 Strategies to Maximize Your Retirement Income
Переглядів 3442 місяці тому
4 Strategies to Maximize Your Retirement Income
Client Scenario: Age 67, Receiving Social Security, With $600,000 Saved. Will I Have Enough Money?
Переглядів 2342 місяці тому
Client Scenario: Age 67, Receiving Social Security, With $600,000 Saved. Will I Have Enough Money?
What are the 123's of Building a Successful Retirement Portfolio?
Переглядів 1953 місяці тому
What are the 123's of Building a Successful Retirement Portfolio?
What are Common Retirement Missteps People Make?
Переглядів 1583 місяці тому
What are Common Retirement Missteps People Make?
Have You Received an Invitation to a Financial Workshop?
Переглядів 3343 місяці тому
Have You Received an Invitation to a Financial Workshop?
Will the Fed Cut Interest Rates in 2024?
Переглядів 2253 місяці тому
Will the Fed Cut Interest Rates in 2024?
What to Know About Election Year Planning
Переглядів 833 місяці тому
What to Know About Election Year Planning
Not If, but When, Will I Pay Taxes in Retirement?
Переглядів 3163 місяці тому
Not If, but When, Will I Pay Taxes in Retirement?
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