Retirement Expert Jack Phelps Publishes New Blog With Advice For Retirees Looking To Help Their Grandchildren Pay For College

Posted by admin on Jun 30th, 2012

Jack Phelps, founder of The Relaxing Retirement Coach, discusses the benefits of a 529 College Savings Plan.

Wellesley, MA – June 30, 2012  - Jack Phelps, founder of The Relaxing Retirement Coach, a Retirement Coaching company, recently published a blog on his website (http://www.theretirementcoach.com) discussing the challenge of helping children and grandchildren pay for college. The blog, titled “How You Can Help Your Grandchildren” discusses a tool known as the 529 College Savings Plan.

Jack Phelps writes, “This is a question that comes as a result of one of the three biggest goals I’ve found our Relaxing Retirement members have, and that is helping their children and grandchildren get off to a better start than they did.”

The Relaxing Retirement Coach, Inc. provides their members with the ‘missing structure’ they need to make a seamless and relaxing transition to their retirement years so they can confidently do everything they want to do without worrying about money.  Their Relaxing Retirement Coaching Program™ provides members with a personalized, one-on-one retirement coaching relationship with constant attention to each and every detail necessary for them to consistently enjoy a relaxing retirement experience.

The entire blog can be found at http://www.theretirementcoach.com/blog/how-you-can-help-your-grandchildren-3.php

To learn more about The Relaxing Retirement Coach, Inc., please visit http://www.theretirementcoach.com

About Jack Phelps

Prior to developing The Relaxing Retirement Coaching Program back in 1994, Jack spent five years as a registered representative with Prudential Financial Services. In 1992, he received his Chartered Financial Consultant designation from The American College in Bryn Mawr, Pennsylvania. In 1989, Jack graduated from Holy Cross College in Worcester, Massachusetts with a B.A. in Economics.

College Planning Expert Cliff Morgan Publishes New Blog Discussing The SAT Essay Section

Posted by admin on Jun 30th, 2012

Cliff Morgan, President of US College Planning, an independent educational consulting firm, shares six tips to help students prepare for the SAT essay.

CHICAGO, IL – June 30, 2012- Cliff Morgan, President of US College Planning, an college financial services firm, recently published a blog on his website (www.uscollegeplanning.com) discussing the SAT. The blog, titled “Six Steps for a Stronger SAT Essay,” offers practical steps to help students boost their scores.

Cliff Morgan writes, “The essay section of the SAT is a recent addition to the test—and as a result, many parents and students aren’t sure what to expect. Today, I’m going to share six steps that will help you as you prepare for the test—and as you write your essay on test day.”

US College Planning is an independent educational consulting firm that helps parents and students navigate the college process. The entire blog can be found at http://www.uscollegeplanning.com/blog/six-steps-for-a-stronger-sat-essay.php

To learn more about US College Planning, please visit http://www.uscollegeplanning.com

About Cliff Morgan:

Cliff Morgan is a nationally sought after speaker and author.  He specializes in working with families during the college years.  His expertise has helped families across the United States save tens of thousands of dollars off the college bill while helping students enter the schools of their dreams.  Cliff is also a personal mentor to many financial planners around the US.

Mr. Morgan focuses on helping his clients save significant amounts off the college sticker price thus allowing families to maintain their current lifestyle and save for retirement at the same time.

He was born in Rhode Island and raised in the mountains of New Hampshire.  He attended the University of New Hampshire and graduated from Chicago’s Moody Bible Institute with a degree in Church Theology. Cliff has worked with Strategic Wealth Advisory Group and has been a as a trusted advisor for the past nine years. He is passionate about serving people by helping them and their families to build and achieve their short and long term financial goals. Cliff is married to his wife Amy and they have 2 children; William and Charlotte.  He is actively involved in his local church, plays soccer recreationally, participates in a bicycling club and is an avid skier. Cliff and his family reside in Chesterton, Indiana.

Cliff’s accomplishments include:

  • Founder and Partner of US College Planning & Strategic Wealth Advisory Group
  • Author of the bestselling book “WIN”
  • Member of the American College Funding Association
  • Working as a Wealth Strategist in the financial planning industry since 2003
  • MDRT – The Premier Association of Financial Professionals
  • 2010 Named to by Chicago Magazine Five Star award for wealth managers
  • Member of the National Association of College Admission Counseling
  • A nationally recognized speaker on wealth accumulation and preservation
  • Named to America’s Premiere Experts as a wealth strategist
  • Member of the National Institute of Certified College Planners
  • Named to Chicago Magazine Five Star award for wealth managers for 2010 & 2011

Forensic Accounting Expert Gary Kane Publishes New Blog Examining The Issue Of Retirement Funds As They Relate To Divorce

Posted by admin on Jun 30th, 2012

Gary Kane, Owner and Managing Partner of Kane Forensic Accounting, a forensic accounting firm in Orlando, sheds light on the complicated treatment of retirement funds during divorce.

Orlando, FL – June 30, 2012Gary Kane, Owner and Managing Partner of Kane Forensic Accounting, an Orlando forensic accounting firm, recently published a blog on his website (http://www.kaneforensic.com) discussing divorce amongst middle-aged and older couples. The blog, titled “Navigating Divorce: What You Need to Know About Your Retirement Accounts” explains that the treatment of retirement funds during a divorce varies dramatically based on a number of factors.

Gary Kane writes, “Though the temptation for many is to do whatever it takes to finalize the divorce with minimal complications, the truth is that if you fail to properly analyze your financial picture, you could wind up with a settlement that is far less than you are entitled to.”

Kane Forensic Accounting specializes in forensic accounting. They leverage their specialized knowledge to provide valuable insight which enables their clients to make informed financial decisions.

The entire blog can be found at http://www.kaneforensic.com/blog/navigating-divorce-what-you-need-to-know-about-your-retirement-accounts.php

To learn more about Kane Forensic Accounting, please visit http://www.kaneforensic.com

About Gary Kane:

Gary Kane is owner and managing partner of Kane & Associates, and a licensed CPA in the state of Florida.  His primary responsibilities include the planning and utilization of personnel, budgeting, cash flow management, and overall firm marketing.  Mr. Kane has been responsible for all tax preparation and planning functions within the firm.  He performs the final, technical review of all audit and review engagements.

Mr. Kane has lectured widely on various aspects of income and estate planning and personal financial planning.  He has appeared on several local television shows and has appeared on a national cable television program broadcast on the Satellite Program Network.  With his background in tax and financial planning, Mr. Kane has been instrumental in assisting clients in the formation, implementation, and management of several real estate ventures, beginning with the planning stage through the completion and ultimate management or sale.

Mr. Kane received his BSBA with honors with a major in accounting from the University of Florida and has a Masters of Science in Accountancy from the University of Central Florida.  He has over thirty-five years of public accounting experience, including four years with the international accounting firm of Alexander Grant (Orlando, Florida), before becoming a founding partner of Kane & Associates of Winter Park, Florida, in 1975.  Mr. Kane was also an accountant with Chevron Oil Company in charge of fixed asset accounting for all oil and gas properties in Louisiana, Mississippi, Florida and Alabama.

Mr. Kane is a member of the American and Florida Institutes of Certified Public Accountants and has satisfied the requirements to be accredited in Business Valuation by the American Institute of Certified Public Accountants.  Mr. Kane is a Certified Valuation Analyst and member of the National Association of Certified Valuation Analysts.  He is past president of the Central Florida Chapter of the International Association for Financial Planning and has served as Chairman of its Board of Directors.

Mr. Kane has been an adjunct professor at the University of Central Florida teaching intermediate accounting and has assisted the Small Business Development Center at the University of Central Florida in lectures on business acquisition and accounting systems for small businesses.  Mr. Kane assists attorneys in numerous areas, including tax planning, litigation, and divorce settlements.  He has testified for over twenty years as an expert witness in Orange, Osceola, Brevard, Seminole, and Volusia counties.

Professional Home Staging Expert Megan Morris Publishes New Blog Highlighting Three Home Showing Mistakes To Avoid

Posted by admin on Jun 29th, 2012

Megan Morris, Founder and CEO of residential home staging company, MHM Professional Staging, a sought-after Central Florida firm, offers three common mistakes for home sellers to avoid.

Orlando, Fla. – June 29, 2012Megan Morris, Founder and CEO of residential home staging company, MHM Professional Staging, recently published a blog on her website www.professionalstaging.com discussing the home showing process. The blog, titled “Staging 101: Three Mistakes to Avoid While Showing Your Home” highlights three common mistakes.

Morris writes, “Obviously, unpleasant smells are a problem. But so is too much of any scent, no matter how pleasing it may be to you. Your best bet is to thoroughly clean your home and air it out as much as possible—ensuring a fresh, clean scent.”

MHM Professional Staging, a home staging company in Orlando, offers a host of home interior staging services to their broad array of clients. Whether you need to position your personal home for sale, create a set design for a TV show or re-designing your hotel lobby space, MHM has the expertise and talent to meet the challenge. CEO Megan Morris leverages the firm’s years of experience to provide clients with superior service, timely design and beautifully finished spaces that attract attention.

The entire blog can be found at http://www.professionalstaging.com/blog/staging-101-three-mistakes-to-avoid-while-showing-your-home.php

To learn more about Megan Morris and MHM Professional Staging, please visit http://www.professionalstaging.com/

About MHM Professional Staging:

Founded in early 2010, MHM Professional Staging, Inc. has quickly grown into one of the most sought-after professional home staging companies in the Central Florida area.

This highly talented team works with clients with varying budgets to position their home for a successful sale. In today’s competitive real estate market, MHM Professional Staging can drive a buying decision from prospective buyers with a range of interior adjustments.

MHM provides a diversity of services to their valued customers. The talented team can handle any type of design and re-design project, with experience spanning from homes to lobbies, set designs for TV, sales centers and boutique hotels. The company’s leaders take pride in their highly trained and experienced professionals who can handle any complex task to get the job done in an efficient manner. MHM Professional Staging cherishes the continued loyalty of their past customers, and continues to strive forward in meeting the needs of their future customers.

With over a decade of experience, this staging firm’s leadership has built a prestigious reputation for exceeding expectations, getting results, and making a lasting impression.

About Megan Morris:

MHM Professional Staging, Inc. is lead by Megan Morris, CEO and founder. At the lead of the MHM team, Megan has translated strong values into the company’s core mission. Under Megan’s wisdom, MHM is equipped with the expertise and necessary skills to stage your home in the most visually appealing light.

Megan has worked in home staging and design for the past 10 years. In this capacity, she has been responsible for promoting business, managing a team of employees, monitoring projects and customizing client needs on an ongoing basis. Her expertise in visual displays and space planning has been recognized and honored in several design competitions and she has been hired as the lead set decorator for several commercials, including Nike, Werthers, VH1, New York Life and ESPN. She has also been featured on FOX News, CNN, MSNBC, HGTV, Bravo and CNBC as an expert in her field.  Megan has been nominated for a Golden Quill Award and is a co-author of the best-selling business book, Trendsetters: The World’s Leading Experts Reveal Top Trends To Help You Achieve Greater Health, Wealth and Success! She also co-authored SOLD with the world’s leading real estate experts, and authored Stageology: How to Stage to Sell— a complete guide to using proven staging techniques to increase the chances of selling your house faster and for top dollar. As an expert in her field, Megan Morris shows you step-by-step how to make your property stand out from the competition and make a valuable first impression.”

Retirement Expert Jack Phelps Publishes New Article Reviewing Critical Tax-Planning Strategy For Retirees

Posted by admin on Jun 29th, 2012

Jack Phelps, founder of The Relaxing Retirement Coach, notes that tax planning and investment planning must be performed simultaneously.

Wellesley, MA – June 29, 2012Jack Phelps, founder of The Relaxing Retirement Coach, a Retirement Coaching company, recently published an article on his website (http://www.theretirementcoach.com) discussing tax strategy. The article, titled “15% vs. 35%” notes that proper tax planning can save retirees tens of thousands of dollars per year.  

Jack Phelps writes, “Your investment planning decisions have to be made simultaneously with your tax planning decisions. Otherwise, it’s highly likely that you’re going to pay a lot more money in taxes over the course of your lifetime than you are legally required to.”

The Relaxing Retirement Coach, Inc. provides their members with the ‘missing structure’ they need to make a seamless and relaxing transition to their retirement years so they can confidently do everything they want to do without worrying about money.  Their Relaxing Retirement Coaching Program™ provides members with a personalized, one-on-one retirement coaching relationship with constant attention to each and every detail necessary for them to consistently enjoy a relaxing retirement experience.

The entire article can be found at http://www.theretirementcoach.com/articles/15-vs-35-3.php

To learn more about The Relaxing Retirement Coach, Inc., please visit http://www.theretirementcoach.com

About Jack Phelps

Prior to developing The Relaxing Retirement Coaching Program back in 1994, Jack spent five years as a registered representative with Prudential Financial Services. In 1992, he received his Chartered Financial Consultant designation from The American College in Bryn Mawr, Pennsylvania. In 1989, Jack graduated from Holy Cross College in Worcester, Massachusetts with a B.A. in Economics.

Gacovino and Lake Sign A Publishing Deal With CelebrityPress To Lend Its Expertise To “Protect and Defend”

Posted by admin on Jun 29th, 2012

Gacovino and Lake have signed a publishing deal with CelebrityPress, a leading book publishing company, along with other leading legal experts to release “Protect and Defend: Proven Strategies from America’s Leading Attorneys to help you Protect and Defend Your Business, Family and Wealth.”

Sayville, NY – June 29, 2012 – Gacovino, Lake & Associates have joined a select group of America’s leading attorneys to contribute to the forthcoming book titled, “Protect and Defend: Proven Strategies from America’s Leading Attorneys to help you Protect and Defend Your Business, Family and Wealth.” Nick Nanton, Esq. along with business partner, JW Dicks, Esq., recently signed a publishing deal with each of these leading attorneys to contribute their expertise to the book, which will be released under their CelebrityPress™ label.

Gacovino and Lake was formed by Steven Gacovino and Edward Lake in 1993 shortly after graduating Touro Law School together. The firm’s primary areas of practice are plaintiff personal injury, including automobile, construction, nursing home negligence, slip and fall, wrongful death, products liability, premises liability, and pharmaceutical litigation.

The firm is associated with many attorneys throughout the country, working on some of the most complex mass tort cases in the country.

The firm’s primary goal is to provide high quality, zealous legal representation to all of our clients, coupled with responsive and compassionate client relations. Both Steven Gacovino and Edward Lake have been long-time members of the New York State Bar Association, sustaining members of the American Association of Justice, members of the New York State Trial Lawyers Association, as well as, the Suffolk County Bar Association.

The forthcoming book, Protect and Defend: Proven Strategies from America’s Leading Attorneys to help you Protect and Defend Your Business, Family and Wealth, will feature strategies from some of America’s leading legal minds to help businesses and families navigate the often cumbersome nature of the today’s legal system.  Some of the topics covered include how to keep your house from foreclosure, offering compromise with the IRS, veteran’s benefits, alcohol related cases, injury settlements, health insurance, asset protection for the middle class, and much more. The book is tentatively scheduled to be available in the summer of 2012.

The offices of Gacovino and Lake are located at 270 West Main Street, Sayville, New York. They can be reached at (631) 543-5400, or contacted through their website at http://www.gacovinolake.com.

About Celebrity Press™:

Celebrity Press™ is a leading business, health and wellness book publisher that publishes books from thought leaders around the world. Celebrity Press™ has published books alongside Jack Canfield, Brian Tracy, Dan Kennedy, Dr. Ivan Misner, Robert Allen and many of the biggest experts across diverse fields. CelebrityPress™ has helped launch over 500 best-selling authors to date.

If you’d like to learn more about Celebrity Press™ or to see if we’re a good fit for your book project, please visit http://www.celebritypresspublishing.com/contact-us

Mediation Specialist Katrina Everhart Hits Amazon Best Seller List With “The Wellness Code”

Posted by admin on Jun 29th, 2012

Katrina Everhart, mediation specialist and yoga teacher, recently hit #1 in two separate Amazon.com best-seller lists with the new health book, The Wellness Code: Your Ultimate Guide to Health, Fitness and Nutrition.

Clark, MO – June 29, 2012 – Katrina Luise Everhart, RYT, recently joined with a select group of the world’s leading health and fitness entrepreneurs to co-write the best-selling health and fitness book titled, The Wellness Code: Your Ultimate Guide to Health, Fitness and Nutrition. The book was released by CelebrityPress™ – a leading fitness and health book publisher.

The Wellness Code: Your Ultimate Guide to Health, Fitness and Nutrition was released on Thursday, April 12th, 2012 and features top advice from health, fitness and wellness experts from across the globe on the subjects of total body health, fitness and nutrition. The authors offer proven strategies to help people achieve the level of wellness they have always desired – and feel better than they ever have. Katrina Everhart contributed a chapter titled “Lifestyle Enhancement – Mind and Meditation: For Stress, Pain, Sleep, Memory, Time Management, and More.”

On the day of release, The Wellness Code: Your Ultimate Guide to Health, Fitness and Nutrition reached best-seller status in two Amazon.com Exercise and Fitness categories.  The book reached #1 in the “Injury Prevention” category and the “Quick Workouts” category.

Katrina grew up in LA, earned her Bachelor’s at Stephens; Masters at University of Missouri, & is ABD at Walden University. Specializing in conflict resolution/mediation, qualitative and quantitative research, systems theory, organizational behavior, project management, competitive intelligence, sea research, and decision sciences she’s worked in China, Hong Kong, Malaysia, Vietnam, & the US, training & conducting product research, product/service development & marketing. Past projects include Sprint’s DSL, Talking Call Waiting, P&G Floor Care, American Express’s Leadership Development.

From CelebrityPress™:

The Celebrity Experts® in this book document the fact that healthy bodies and healthy minds are key ingredients to cracking The Wellness Code. In our lives, there are many different routes to “Wellness” for each of us. There is no panacea. Consequently, these Celebrity Experts® focus on the most relevant areas, including: nutrition, diet and exercise, physical and mental health, medical considerations, career wellbeing and healthy habits.

In the search for “Wellness” the Celebrity Experts® discuss healthy living from the standpoint of balance, lifestyle and mindset. When you read this book, you will find numerous topics of interest written by those who have experienced positive results. The leading coaches in their subject matter have poured out their best tips that clients invest thousands of dollars to glean. This subject matter is set in a contemporary setting for twenty- first century relevance, so read and enjoy…

After such a successful release, Katrina Everhart will be recognized by The National Academy of Best-Selling Authors™, an organization that honors authors from many of the leading independent best-seller lists.

To order a copy of the book, please go to http://www.celebritypresspublishing.com/publications/the-wellness-code.php

To learn more about Katrina, product development, mediation, meditation, and thinking outside the box, email her at KatrinaEverhart@yahoo.com or call 573-234-6222.

About Katrina Everhart:

She is an author, artist/weaver (Blackfoot/Navajo styles), 180-year old family farm manager, Certified Project Manager, Indexer, Mediator, Parliamentarian, Researcher, Underwater Naturalist/archaeologist. Her avocations include social entrepreneurship, making buffalo & owl sculptures, yogurt, cheese, knits, weaves, and crochets, and collects individual size personal items such as shampoo/soap for homeless or women’s shelters, and helps with genealogical research for DAC. Presentations include: Using Robert’s Rules of Order, Native American Justice, Mark Twain, Missouri Indians, Olive VanBibber Boone, Thomas Paine and Common Sense. She volunteers as a therapeutic clown, scuba dives, and racewalks competitively; is a Barbeque Judge through KCBS, Registered Yoga Teacher (RYT) in Hatha & Kundalini yoga; is certified in Yoga in Chairs for MS, Reiki, Pilates, Tai Chi, Qigong, and Zumba.

About Celebrity Press™:

Celebrity Press™ is a leading business, health and wellness book publisher that publishes books from thought leaders around the world. Celebrity Press™ has published books alongside Jack Canfield, Brian Tracy, Dan Kennedy, Dr. Ivan Misner, Robert Allen and many of the biggest experts across diverse fields. CelebrityPress™ has helped launch over 500 best-selling authors to date.

If you’d like to learn more about Celebrity Press™ or to see if we’re a good fit for your book project, please visit http://www.celebritypresspublishing.com/contact-us

Dallas Fort-Worth Tax Lawyer Nick Nemeth Publishes New Article Sharing Tips For Avoiding IRS Disputes

Posted by admin on Jun 29th, 2012

Nick Nemeth, a Dallas Fort-Worth Tax Lawyer and Founder of The Law Office of Nick Nemeth PLLC, offers advice to readers on how to avoid IRS problems.

Dallas, TX – June 29, 2012 - Nick Nemeth, Founder of The Law Office of Nick Nemeth PLLC, a Dallas-Fort Worth Tax Law Firm, recently published an article on his website (My IRS Team) sharing tips for small businesses. The article, titled “Don’t Let IRS Disputes Ruin Your Life: How to Prepare for an Audit” offers three tips for small business owners.

IRS Attorney Nick Nemeth writes, “Of course, the best way to resolve an IRS dispute is to avoid it in the first place—and today we are going to share several tips to help business owners.”

The Law Office of Nick Nemeth concentrates on tax law in the Dallas – Ft. Worth area. The firm focuses solely on helping individuals and businesses overcome the stress and devastation associated with IRS problems. The entire article can be  on the blog section of the website as well as other tips from the Dallas tax attorney’s video channel.

About Nick Nemeth:

For Nick Nemeth, IRS problem solving goes well beyond saving money for his clients. As a tax attorney and business owner who has practiced law for more than 15 years, Nemeth runs the Law Offices of Nick Nemeth, a small boutique tax law firm located in the Dallas/Fort Worth area. The firm works to help individuals and businesses overcome their IRS problems.

http://www.MyIRSTeam.com

PR Contact info:
Rodney Brooke
888-751-1114
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Personal Branding Expert J.W. Dicks Publishes New Article Discussing The Importance Of Differentiation

Posted by admin on Jun 29th, 2012

JW Dicks, Founder of Dicks and Nanton Celebrity Branding Agency, a Personal Branding company, explains a powerful personal brand can distinguish a business owner from the competition.

Orlando, FL – June 29, 2012J.W. Dicks, Founder of Dicks and Nanton Celebrity Branding Agency®, a Personal Branding company, recently published an article on his website (www.jwdicks.com) noting the importance of differentiation.  The article, titled “Does Your Brand Differentiate You From the Competition?” explains that differentiation allows a business owner to charge premium rates and still attract business.

J.W. Dicks writes, “If you are one of fifty generic service providers in your market, you’re going to have to fight hard for new business—and you’ll have to charge the same as everyone else. On the other hand, if you can establish yourself as unique, you don’t have to worry about the competition—because they don’t offer what you offer.”

Dicks and Nanton Celebrity Branding Agency® specializes in Personal Branding. They help clients to elevate their recognition and credibility in their business or professional niche.

The entire article can be found at http://www.jwdicks.com/articles/does-your-brand-differentiate-you-from-the-competition.php

To learn more about JW Dicks and Dicks and Nanton Celebrity Branding Agency®, please visit http://www.JWDicks.com and http://www.celebritybrandingagency.com/

About J.W. Dicks:

JW Dicks, is America’s foremost expert on personal branding for business development and the business agent to top Celebrity Experts. He is an advisor to clients internationally and has created business development and marketing campaigns that have produced sales of over a billion dollars in products and services. He is a Best Selling author with over 24 business books to his credit and has co-authored with Brian Tracy, Jack Canfield, Tom Hopkins, Dr. Ivan Misner and Mari Smith.

JW is called the “Expert to the Experts” and has appeared and been quoted in such national media as USA Today, The Wall Street Journal, Newsweek, Inc. Magazine, Entrepreneur, Forbes.com, CNBC.Com, and Fortune Small business. His television appearances include ABC, NBC, CBS and FOX affiliate stations around the country. He is the resident branding expert for Fast Company’s internationally syndicated blog and is the editor and publisher of Celebrity Expert Insider, a monthly newsletter to experts worldwide. He produces and syndicates a line of franchised business television shows and received an Emmy nomination as Executive Producer of the documentary film Jacob’s Turn.

JWDicks@DicksNanton.com •  800.980.1626

http://www.DicksNanton.com

Joel Johnson: A Trusted Advisor For The Retirement Community

Posted by admin on Jun 29th, 2012

Wethersfield, CT – June 28, 2012 – Joel Johnson, CFP®, will celebrate his 23rd year in finance this coming July.

Joel does not consider himself the usual investment professional, but much more of a trusted advisor to the family.

And that’s exactly what Johnson Brunetti prides itself in doing for its clients at the firm’s three offices in Connecticut. The firm advises on all things financial from investments, insurance, estate planning to tax preparation.

The specialty focus at Johnson Brunetti is the person who is already retired or the person within 10 years from retirement.

“These are people who want a solid income stream that will last the rest of their lives, so they can sleep at night and not worry about their money. They want to hire a professional to do this so they can enjoy what’s important to them like family.”

Joel figured out early that people close to retirement don’t necessarily want him to make them rich. Instead, they want to produce a good cash flow that can help them visit grandkids and travel.

A major mistake that Joel is passionate about is seniors not protecting themselves from market downturns. “When you look back at 2008, so much of the financial community and even CNBC was shocked, and didn’t see this coming. But when you look back at history, every 7 to 10 years, there was some kind of financial crisis. In 2008, it was the mortgage crisis, in 2001, it was the dot-com bubble, in 1994, it was the Fed raising interest rates quickly,” he explained.

Joel and his staff also speak to pre-retirees at seminars, and even speak at national conventions where other firms look at Johnson Brunetti as a model of excellence.

An additional way to educate seniors and pre-retirees is through Joel’s radio program every Sunday morning at 8:30 a.m. on WTIC 1080, a major news talk station in Connecticut.

“My passion is not just giving great financial advice but I also want to have the premier financial planning and investment firm in Connecticut,” he said without thinking twice.

To learn more about Johnson Brunetti or any of the firm’s services, you can visit www.JohnsonBrunetti.com or call 800-208-7233.

Read More: http://www.johnsonbrunetti.com/files/19842/Long%20article%20-%20Joel%20Johnson%20with%20website%20connections~001.pdf

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