Nov 26, 2021

Another year of Thanksgiving celebrations with family and friends means renewing those traditions that we’ve come to enjoy every November. Today we’ll look at a few of the most common Thanksgiving traditions and find out what they can teach us about financial planning.

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Nov 19, 2021

There’s been plenty of economic news over the past few weeks so let’s talk about what’s happening and how it can affect your planning. From the Federal Reserve’s plan for bonds, inflation numbers, and supply chain issues, we’ll get Joel’s thoughts on what it all means.

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Nov 12, 2021

It's time to go back into the mailbag to find out what's on your mind. Today we talk about whether funding a business from your IRA is a good plan, investing an inheritance, and how to help adult children financially.

Read more: https://johnsonbrunetti.com/four-core-financial-planning-philosophies/ 

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Nov 5, 2021

Between the lingering pandemic, the worry of inflation, and general uncertainty about the state of the economy, it's easy to look for adjustments to make in your financial plan. But when you drill down on the planning we do every day with clients, there are four core principles we follow no matter what else is...

Oct 29, 2021

You never know what might happen to you in retirement. After all, some things in life you just can't control. However, you can control how you plan for the unknown. Joel explains why you should control what you can to prepare yourself for those "life happens" moments in retirement.

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