The $2 trillion Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is full of provisions that help individuals, small businesses, and families. No matter your circumstances, there’s likely some part of this act that will benefit your finances and help you stay afloat while we ride out this pandemic. Here’s what you need to…
Steven C. Johnson, ChFC®
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Steve is a Chartered Financial Consultant, designee (ChFC) and a veteran of the investment and financial planning industries who began his career in 1989 with a large national financial services firm as a Financial Advisor and Investment Management professional. In 2001, Steve joined Finivi and has served on their executive and investment committees since that time.
For over 27 years, he has been guiding individuals and families in helping achieve the retirement lifestyles they desire, through comprehensive retirement income planning, a keen understanding of the myriad of Social Security claiming strategies available to help maximize one's benefits, and by suitably aligning their retirement investment portfolios with their income and lifestyle goals.
Steve also serves as the Director of the firm's Financial Education and Corporate Financial Wellness Programs that deliver financial education workshops and webinars to individuals, public and private corporations, colleges and universities, and social and fraternal organizations throughout the country.
Steve's ability to take complex financial and investing topics and break them down into easy to understand and actionable ideas for both clients and workshop participants have made him a sought-after advisor and speaker on the topics of social security, retirement planning, and investment management.
Steve is also active in the industry having served as the Past President of the Worcester, MA Chapter of The Society of Financial Services Professionals (SFSP) and is an active member of the Financial Planning Association (FPA).
Steve and his wife Robin have three children and live in the beautiful Merrimack Valley area of Massachusetts.
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Recent Articles by Steven:
Questions to Ask If You’re Filing for Social Security in 2019
If you’re approaching retirement age or planning to file for Social Security in 2019, there are some changes to the program that you need to know. Understanding how you can qualify, when you should file, and what benefits to expect can help make you make a more informed claiming decision, and better prepare you in…
Top 3 Concerns UMass Memorial Healthcare Employees Have About Retirement
After 30 years or so helping dozens of UMass Memorial Healthcare employees better understand their retirement options, I thought I would share the three most common concerns I hear from many of them and hopefully by doing so, if you have these same or similar concerns, you will get a better understanding of how to…
How to Retire in 20 Years or Less
Have you ever thought about how many more years you have to work? For someone in their mid-20s, you could have a long way to go considering the official retirement age is 65. That’s forty more years of working in a job you may not love, or forty more years of being obligated to show…
When Your Biggest Financial Goal Gets Real: What to Think About Before You Retire
When you were in your 20s and 30s, retirement seemed like a distant dream. But now that you’re in your 40s or 50? It sure looks a lot closer, and it’s fast approaching. To make your retirement the best experience possible – and to enjoy the lifestyle you want once you step out of your…
Are Mini-Retirements Right For You?
With pensions dying out and the responsibility to save enough in your working years to pay for decades of life without a paycheck squarely on workers’ shoulders, the traditional idea of retirement may no longer be realistic for most. That might not be a bad thing, though. Working full-time until 65 or 70 years old, then…
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