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.
Information presented in our podcasts is considered current as of the created date. Over time, some information presented may become stale. We recommend you consult with your Financial Professional before making any changes based on information contained here.
Johnson Brunetti is a marketing name for the businesses of JB Capital and JN Financial.
Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.
