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In retirement, forensics expert’s business is booming

Groton — For Jim Streeter, it’s the "feathering” and “patching,” the nicks and cuts that tell the tale. Streeter, the town historian, former town mayor and retired state police forensics examiner, has spent the last decade in private practice, examining thousands of “questioned” documents and hundreds of crime-scene impressions left by the likes of footwear [...]

January 8th, 2020|

Money Wisdom: Retirement Planning for Baby Boomers

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 to talk about Baby Boomers and retirement. Many Baby Boomers are not prepared for retirement and even those that have saved have very little confidence [...]

January 7th, 2020|

Retirement planning needs to include keeping in touch with your communities

The underlying message from the recent report released by the Senate Joint Economic Committee is clear from its title, “An Invisible Tsunami: ‘Aging Alone’ and Its Effect on Older Americans, Families, and Taxpayers.” The report looks at the worrisome trend toward increasing social isolation among older Americans. The report examines trends of social support among adults [...]

December 19th, 2019|

The Most Critical Question to Ask About Your Retirement Plan

“Stocks escaped a scary October and set records. So what’s next for your 401(k) in 2019?” USA Today recently posed this question, noting that the stock market made it through October without crashing, as it did in October of 1929, Black Monday in 1987 and in the 2008 financial crisis, which started on Sept. 29. It was also [...]

December 17th, 2019|

First rule of retirement planning: know thyself

When approaching a retirement planning case, the first, and most important step, is helping the client to get a handle on what is really important to them. While this is often the very hardest step, it’s also often the most important. There is so much to think about that we put off, because so much [...]

December 16th, 2019|

The Most Important Retirement Planning Advice You Need

There’s an old saying that every journey begins with a single step. When it comes to retirement planning, have you taken your first step? And what about the many steps that follow? If you have a retirement plan in place, fantastic. You’ve taken the first step, and it may be time to think about making [...]

December 13th, 2019|

Preserve Your Past To Create A Compelling Retirement Plan

The most common financial questions involve the word “enough.” Do we have enough? Will we have enough? That’s what most people want to know. Another question must be answered first, though, and that is: “Enough for what?”  Many people haven’t seriously pondered this question. Or maybe they have, but answers drift depending on which day [...]

December 12th, 2019|

7 Basic Questions Concerning 401(k) Investment Policy Statements

A 401(k) Investment Policy Statement (IPS) can provide a vital map to the continuing success of a company sponsored 401(k) plan. It frames how the plan undertakes its due diligence on behalf of plan participants. It guides the plan sponsor both in its fiduciary duty and in its monitoring of third-party providers. Yet, for all [...]

December 10th, 2019|
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