Johnson Brunetti

Join us in welcoming Jackie to the Johnson Brunetti team! As a Client Relationship Coordinator, she plays a vital role in managing advisors’ busy schedules, welcoming guests at our retirement workshops, and supporting clients before and after their appointments. Welcome, Jackie! 👏 #TeamJB

Most people don’t have a bad portfolio. They have a missing retirement plan. A portfolio is just investments—stocks, bonds, funds—measured by one thing: return. It answers, “How did I do vs. the market?” A retirement plan answers something far more important: Will my income last for life? What happens if inflation stays high? How do I handle healthcare and longevity risk? Can I support family, charity, and my own lifestyle goals? That’s the real difference. A strong portfolio can still fail you in retirement if it isn’t built inside a real plan. The order matters: plan first, investments second. Not the other way around. Too many people walk into retirement only knowing what they own—not what they actually need it to do. If you’re within 10 years of retirement, that distinction is not theoretical. It’s financial security. 👉 Learn more on how a retirement plan should actually be built: https://bit.ly/49wtxuG #Retirement

Ever wondered what it takes to think like a Division I champion? We sat down with Alex Karaban for a special episode of the Money Wisdom podcast, where we go beyond the box score and into the mindset, discipline, and decisions that shape an elite athlete’s career—and future. From winning at the highest level to preparing for the 2026 NBA Draft, Alex shares perspective that applies far beyond basketball: focus under pressure, long-term thinking, and what it really takes to build success that lasts. ▶️ Watch or listen here: https://bit.ly/4dGSQwE #MoneyWisdomPodcast #UConn #NBA2026 #Leadership #Mindset

Today we’re recognizing National Pinkfix Day, a reminder that financial independence isn’t optional, it’s essential. Personal finance can be overwhelming, but with the right guidance and a willingness to learn, anyone can take control of their money and their future. This day shines a spotlight on empowering women to make confident, informed financial decisions that strengthen their careers, families, and communities—because knowledge is the best investment you can make. 🩷 Download your free copy of "A Woman's Guide to Financial Empowerment" 👉 https://bit.ly/4k5mP1I

Welcome to the team, Connor! As a Financial Planning Specialist, Connor supports advisor meetings, builds one-page retirement plans, and helps keep the financial planning process moving for our clients. We’re glad to have you on board. 👏 #TeamJB

A tax refund isn’t extra money. It’s money you already earned during the year. So the real question is what you do with it. You can spend it, or you can use it to move your finances in a better direction. A few simple options: 💰 Pay off credit card or other debt 💰 Add to retirement savings 💰 Put more into an HSA if you have one 💰 Build up your emergency savings 💰 Give to a cause you care about It doesn’t have to be a big amount to matter. What matters is being intentional with it. Learn more: https://bit.ly/3QRs6Ra #MoneyWisdomQuestionSeries

56% of U.S. adults do not have any of the five core estate planning documents in place. That includes a will, trust, medical directive, financial power of attorney, and HIPAA authorization. At the same time, 73% say estate planning is personally important to them. Estate planning is not simply a legal exercise. It is a fundamental part of financial preparedness — ensuring clarity, reducing friction for loved ones, and preserving intent across generations. Learn more at: https://bit.ly/4cVkztj #MoneyWisdomPodcast

Johnson Brunetti recently volunteered with Habitat for Humanity on a home build in North Easton, MA. We helped with painting touch-ups on walls and ceilings, moved flooring materials into each room so they’re ready for installation, and pitched in with cleanup and organization as the home moved through its final stages. It was a good reminder of how many hands and how much effort go into building a home. We’re grateful to have played a small part as it gets close to completion next month. To learn more, visit https://bit.ly/48ZXqmO. #JBcares #JBintheCommunity

This is the part of the job that matters most. Taking someone from uncertainty to clarity—and watching the stress lift when they finally see a clear path forward in retirement. #TeamJB #Fiduciary #FinancialAdvisor