Johnson Brunetti Retirement & Investment Specialists

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If you've accumulated multiple 401(k) plans over the years, you might be considering rolling them into an IRA. ?? In the Money Wisdom Question Series, Heath Grossman, CFP? discusses the crucial factors to weigh when deciding if consolidating your 401(k) accounts is the best choice for you. Tune in here! ?? https://bit.ly/4fPCcJC. #MoneyWisdomQuestionSeries

Thinking about relocating for retirement to save on income tax? Before making the move, consider if the tax savings truly outweigh the other factors. It might not be as beneficial as it seems. Jake Doser, CFP?, CPWA? and Nicholas J. Colantuono, CFP? discuss the tax implications in MA and CT, and what to consider when moving to another state for retirement. ?? https://bit.ly/4fThnNs. #MoneyWisdomPodcast #RetirementPlan #TaxStrategy

No one wants to find themselves in a hospice situation or needing long-term care, but unfortunately, it's a reality for many retirees. This is why it's essential to plan for these potential expenses as part of your retirement plan. Understanding the different options for long-term care and having a plan in place can help alleviate financial stress during an already difficult time. Do you have a plan for long-term care? #LongTermCareAwareness #LTC #LongTermCareMonth

With health care costs increasing, having a strategy offers peace of mind and financial stability. Begin saving early to ensure you're ready for future expenses. ?? #RetirementPlanning #MedicalExpenses #HealthyAging

With the presidential election campaign concluded, many questions remain about the future. Heath Grossman, CFP? joins Tim Lammers on FOX61's Money Matters to offer financial advice as the new administration takes office. Tune in here: https://bit.ly/4hO3TEo. Don't miss out! #PresidentialElection #ElectionYear #FinancialPlanning

As retirement approaches, don't overlook the importance of long-term care planning. ?? With rising healthcare costs, having a plan for potential assisted living or nursing home care is crucial. ???? Don't wait until it's too late to consider this essential aspect of retirement planning. Seek guidance and stay informed about your options. ???? #LongTermCarePlanning #RetirementGoals #FinancialWellness #HealthyAging

Are you curious about borrowing against your assets in retirement? Discover the possibilities and strategies with Jake Doser, CFP?, CPWA? on the Money Wisdom Question Series. ?? Check out the link in bio for more insights! #MoneyWisdomQuestionSeries #RetirementPlanning

As life gets busy, it’s not uncommon to lose track of old financial accounts, especially if you've switched jobs multiple times. Jake Doser, CFP?, CPWA? and Nicholas J. Colantuono, CFP? are here to guide you through your options if you discover an old 401(k). ?? Tune in here ?? https://bit.ly/3UT99N5. #MoneyWisdomPodcast #401k #Retirement

Are you looking for an exciting way to enjoy your retirement and stay active? Consider exploring the great outdoors! From hiking and camping to bird watching and fishing, there are endless opportunities to connect with nature and find a new sense of adventure in retirement. ?? By spending time in nature, you may find yourself reflecting on what truly matters in life and how you want to spend your golden years. So why not start planning your next outdoor excursion today? ?? Whether it's a solo trip or one with friends or family, the great outdoors is waiting for you to create new memories and experiences during retirement. #GetOutdoorsWeek #HealthyAging