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What Should I Do Before the End of the Year?

Today’s question is all about year-end financial planning checklist items. What should you be doing before the end of the year to make sure that y…

Podcast Episode 334: Are Reverse Mortgages Bad?

You’ve probably heard about reverse mortgages and might even be considering one in retirement. It’s not a question we get all the time but it’s on…

Financial Planning & Holiday Traditions

The holiday season is here. It’s a time for family and traditions, but it’s also a time where you can take some opportunity to talk or think about…

A Connecticut Teen’s Drifting Dream Comes True with the Help of Johnson Brunetti and Make-A-Wish® Connecticut

Aaron Platt is a 16-year-old from Middletown with a congenital heart defect who has faced numerous surgeries throughout his childhood. Recently, t…

Podcast Episode 333: Is It a Bad Idea to Take Out a 401(k) Loan?

Part of managing your finances and making the best decisions for retirement is understanding how to best utilize the assets you have in your posse…

What Type of Long-Term Care Insurance Policy is Right for Me?

Today’s question is: What type of long-term care insurance policy is right for me? There are different types of policies out there and buying a…

Podcast Episode 332: Do I Need Life Insurance in Retirement?

We’re with Matt Pastor, RICP® a financial advisor on our team, to talk about life insurance and the need for it in retirement. Once you’ve earned …

What are the Different Options for Long-Term Care Insurance?

Today’s question is: What are the types of long-term care insurance policies? When we’re looking at long-term care insurance policies, there ar…

Podcast Episode 331: What Do I Do The Last Five Years Before I Retire?

Those final years leading up to retirement can be an incredibly exciting time but they can also stir up a little nervous energy. Have you done eve…

Long-Term Care Awareness Month

November marks Long-Term Care Awareness Month, a time to raise awareness and understanding about long-term care. We also celebrate Thanksgiving th…

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