On this weekend’s segment of Better Money Boston, Joel Johnson, CFP® discusses mistakes that can negatively impact your retirement and how to avoid them.
To properly plan for retirement, it is recommended to:
Have an estate plan in place
Have a financial plan in place
Not rely on Social Security or a pension
Lack of planning can negatively impact you and your family when you retire or pass away.
Establishing an estate plan will protect your family and let them know what your final wishes are, what you wish to do with your financial assets, and death arrangements.
Your financial plan should revolve around and support the things you care about – family, children, grandchildren, charities, etc. Focus on the things you love while also making sure you won’t run out of money.
Sandy & Thomas C. are clients of Johnson Brunetti and received no compensation for their statement.
“We always felt our financial needs were in very capable hands. Alex Angst is great to work with. Our advisor always made us feel he had our best interests at heart and explained things so we could understand them.”
Robert G.
Robert G. is a client of Johnson Brunetti and received no compensation for his statement.
“We’ve been clients of Johnson-Brunetti for > 10 years. We’re enjoying a comfortable retirement as a result. Many thanks to Joel and our CFP, Eric Hogarth. I wish we had plugged into this decade approach back when we were in our 30s.”
Lisa D.
Lisa D. is a client of Johnson Brunetti and received no compensation for her statement.
“Working with Johnson Brunetti has had a positive impact on my life by providing me with the knowledge, confidence, and peace of mind to move forward with my retirement plans. The process of getting to this point, through their guidance, has been informative and pleasurable.”
Ken D.
Ken D. is a client of Johnson Brunetti and received no compensation for his statement.
“I view your company as one that puts my interests first. I think that is very uncommon and very refreshing. “
Jeanne P.
Jeanne P. is a client of Johnson Brunetti and received no compensation for her statement.
“Matt does an awesome job! So easy to understand and he listens to our concerns and addresses them! happy I chose your firm!”
Anonymous
This testimonial was provided by a client of Johnson Brunetti and received no compensation for their statement.
“I have been pleased with the help and service I have received from the company. I have met several team members on Eric’s team and have found all of them very well prepared to meet with me when reviewing my portfolio. I always feel that I am an important customer and appreciate that very much. I hope the firm continues to focus on the customer and maintains its great service. I think you do a great job for someone like me!!!! I’m happy I chose your firm!”
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Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC. Atlanta • Boston • Hartford | Tel: 800-208-7233
JB Capital LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
