During your first visit with a financial planner, it’s only natural to want to know whether you’re in good shape. But it’s important to consider what financial wellness means to […]
Prefer to watch? Click here to watch and listen on YouTube. More than half of Americans are missing a critical step in their retirement plan—a step that could be putting […]
Prefer to watch? Click here to watch and listen on YouTube. In March 2025, only 14% of private industry workers had access to a defined benefit plan. As companies shift […]
According to IRS filing data, the average tax refund is about $350 higher this season compared to last year. But no matter the size of your refund, what you do […]
Johnson Brunetti team members in Massachusetts rolled up their sleeves for two build days with Habitat for Humanity. This global organization mobilizes volunteers in local communities to help build more […]
Estate planning is an essential part of securing your financial future and protecting your loved ones. Yet, 56% of Americans still don’t have any type of estate plan: no will, […]
Prefer to watch? Click here to watch and listen on YouTube. Now that tax season is over, it’s a great opportunity to reflect on your current situation and plan ahead. […]
Many couples dream of retiring together, but it isn’t always the best—or most common—financial strategy. According to a 2024 financial report, only 11% of retired couples leave their careers at […]
Prefer to watch? Click here to watch and listen on YouTube. A 2025 survey found that 40% of people with retirement savings check their investment performance at least once per […]
If you earn too much to contribute directly to a Roth IRA, there may still be a way to save tax-free for retirement. Financial professionals commonly refer to this strategy […]
