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“Your model is working well, continue to keep your focus on your clients. The podcasts are an effective way of communicating information and real life stories. Your business is supporting […]
“We are extremely please with J&B. Referring back to our one word, Family, we trust your firm, advisors, and services as we would a member of the Family. Thank you […]
“I love how everyone in the company makes us feel. Like we are one big happy family. I wouldn’t change anything! “ Testimonials received in response to Johnson Brunetti survey […]
On March 7th 2024, Johnson Brunetti was named #1 in the Small/Medium Employer Category of the Best Places to Work in Connecticut. This annual program was created by the “Hartford […]
Today’s question is about paperwork in particular, what financial paperwork is worth keeping? It can be overwhelming to have a lot of paperwork such as tax forms, statements, trade confirmations, […]
Today’s question is all about budgeting, “how do you identify and cut those unnecessary expenses?” It’s all about creating a budget. What are Your Fixed Expenses? Budgeting gets such a […]
Today’s question addresses financial stress, specifically how to manage it effectively. Simple Steps to Conquer Financial Stress I’m a financial planner, so it comes as no surprise that my answer […]
Today’s question is, “how do I find my old 401(k)”? This is a very common question and there are three likely places where you’re going to find it. Three Likely […]
Today, we will discuss financial spring cleaning and the importance of organizing your finances and important documents. Many of us tend to accumulate things over time, so it’s important to […]
Today’s question is, “how has SECURE 2.0 changed the rules for required minimum distributions?”. If you have not heard, there were some pretty big legislations that were passed at the […]
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