Monthly Archives: January 2014

Why You Should Keep Contributing To Your 401(a) And/Or Your 457 Plan By John Hastremski

Why You Should Keep Contributing To Your 401(a) And/Or Your 457 Plan   Save for retirement consistently, regardless of how the market behaves. There is seldom a dull moment on Wall Street. Stocks may rise or fall dramatically over the … Continue reading

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2014 IRA Deadlines Are Approaching By John Jastremski

2014 IRA Deadlines Are Approaching Here is what you need to know for 2014.   Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. *April 1 is the absolute deadline … Continue reading

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Understanding the Markets

What the acronyms signify & what affects investors.   Dow. NASDAQ. S&P 500. Fear index. NYSE. Commodity prices. Earnings. Economic indicators. These are the gauges and signposts of investing, but if you stopped most people on the street, you’ll find … Continue reading

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Why 2014 May Be a Very Good Year by John Jastremski

Why 2014 May Be a Very Good Year More improvement may be in store for the economy & the stock market.    Will the economy & the bull market make further strides next year? On both Wall Street and Main … Continue reading

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It Isn’t Too Late to Save for Retirement by John Jastremski

It Isn’t Too Late to Save for Retirement If you’re 40 or 50 and haven’t begun, you must make the effort.   Some people start saving for retirement at 20, 25, or 30. Others start later, and while their accumulated … Continue reading

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Bearish Thoughts Persist in a Bull Market by John Jastremski

Bearish Thoughts Persist in a Bull Market Are memories of the downturn hurting the financial potential of boomers?    At the end of October, the S&P 500 was up 24.39% in the past 12 months. What investor wouldn’t want gains … Continue reading

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January 2014 Economic Update by John Jastremski

January 2014 THE MONTH IN BRIEF Stocks finished 2013 with a flourish. The S&P 500 rose another 2.36% last month to return 29.60% on the year. As Wall Street celebrated, good news came to Main Street as well; the jobless … Continue reading

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Looking Back at 2013 by John Jastremski

Looking Back at 2013 How good a year was it for the economy? Statistics tell the tale.       Was 2013 a terrific year for stocks? Absolutely. The good news wasn’t limited to Wall Street, however: the unemployment rate … Continue reading

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Should You Put Your Home Into a Trust? By John Jastremski

Should You Put Your Home Into a Trust? The arguments for & against this estate planning decision.   Uncommon, or uncommonly wise? Occasionally, a couple or a family will elect to put their home into a revocable living trust, a … Continue reading

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IRS Retirement Plan Adjustments for 2014 by John Jastremski

Rules changes for IRAs, 401(k)s & other savings vehicles. The IRS has made minor adjustments to retirement plan limitations for 2014. As inflation has been tame in 2013, these COLAs aren’t dramatic; as a result, some retirement plans won’t see … Continue reading

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