So..your company is offering to pay a lump sum if you give up your rights to a monthly lifetime payout of your pension. This is one of the most important decisions you will make in your life and the consequences of your choice can affect you, your children and grandchildren's financial future. This is your guide to that decision. Inside learn the questions most people want answered before they decide.
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Joel Johnson, CFP®, has been in the financial services industry for over 26 years. As a Certified Financial Planner™, Joel is the Managing Partner at his firm, Johnson Brunetti. Joel specializes in working with retirees and pre-retirees in developing investment, income and estate plans for all sizes of estates. He has helped thousands of clients reduce unnecessary income taxes, social security taxes and estate taxes. Joel has authored six books. He has a passion for helping his clients, as well as coaching other financial advisors how to better serve their clients. Joel Johnson is the host of “Better Money” Sunday mornings between 7AM-9AM and has a weekly financial radio show “Money Wisdom”on WTIC NewsTalk 1080, WICC 660 and several other local radio stations. He has appeared on FOX Business News, FOX CT, NBC, and WTNH-Channel 8 as a financial analyst. He also writes a monthly column for Forbes. Joel has been a CT resident for over 26 years. Joel and his wife, Wendy, have been married for 27 years, and they have four sons.
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