Money Wisdom: Four Important Documents You Need in Retirement

Money Wisdom

NEW HAVEN, Conn. (WTNH) — CT Style Reporter, Lisa Carberg welcomes “Money Wisdom” sponsored by Johnson Brunetti.

We’re educating you about smart ways to manage your money. Joining us is Eric Hogarth, Certified Financial Planner and Johnson Brunetti Partner.

Hogarth shares the most common mistakes seen with people regarding their retirement planning.

Four important documents include:

  1. Will, 50% of American adults do not have a will
  2. Power of attorney
  3. Health care directive
  4. Information document
    • Final wishes
    • Bank account information
    • Passwords

Click here, for this week’s free offer (Estate Planning checklist.)

Johnson Brunetti’s goal is to take the fear out of your financial future and give you confidence in what lies ahead.

Click here, for more Money Wisdom tips.

Copyright 2019 Nexstar Broadcasting, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.

About Johnson Brunetti
Johnson Brunetti is an independent Retirement and Investment Specialty firm with neighborhood offices located throughout Connecticut and Massachusetts. Our firm was built based on the foundations of integrity, trustworthiness and creating a sense of confidence for our clients as they approach their retirement years.

Founded in 2003, the firm has grown to a staff of over 35. Joel Johnson, CFP® and our team of experienced professionals have helped and guided over 3,500 families through the retirement planning process.

We offer complete services to address all of our client’s financial priorities:

  • Retirement Planning
  • Estate Planning
  • Asset Management
  • 401K Guidance
  • Wealth Protection
  • Long-Term Care Insurance Options

Our goal is to take the fear out of your financial future and give you confidence in what lies ahead.


                   
Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.

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The information, advice and answers displayed in the CT Style section of WTNH.com are those of individual sponsors and guests and not WTNH-TV/Nexstar Media Group, Inc. WTNH.com presents this content on behalf of each participating CT Style sponsor.