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Monthly Archives: July 2014
A Caregiver’s Financial Responsibilities. By John Jastremski
A Caregiver’s Financial Responsibilities Key questions for you & your family to consider. A labor of love may come to involve money issues. Providing eldercare to a parent, grandparent or relative is one of the noblest things you can do. It … Continue reading
Posted in 401(k), 401K.com, 72T, Access.ATT, ATT
Tagged 401K, AT&T seminar, ATT, att workshop, CAM Annuity, Chevron, Communications Workers of America, CWA
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Taking Advantage of the Provisions of Health Care Reform. Politics aside, how could coverage improve for you & your loved ones? By John Jastremski
Taking Advantage of the Provisions of Health Care Reform Politics aside, how could coverage improve for you & your loved ones? Health care reform has many fans and many detractors. Amid all the sound and fury, the plain facts risk … Continue reading
Posted in 401(k), 401K.com, 72T, Access.ATT, ATT
Tagged AT&T seminar, CAM Annuity, Chevron, Communications Workers of America, CWA, Qwest, recsources.hewitt
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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 like … Continue reading
Posted in 401(k), 401K.com, 72T, Access.ATT, ATT
Tagged 401K, AT&T seminar, ATT, att workshop, Chevron, Communications Workers of America, In Service Withdrawal
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The arguments for & against this estate planning decision. 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 charitable remainder trust … Continue reading
Posted in 401(k), 401K.com, 72T, Access.ATT, ATT
Tagged 401K, AT&T seminar, CAM Annuity, Communications Workers of America, CWA, EIPP, John Jastremski
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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, … Continue reading
Posted in 401(k), 401K.com, 72T, Access.ATT, ATT
Tagged 401K, AT&T seminar, ATT, att workshop, CAM Annuity, Chevron, Communications Workers of America, CWA
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The Importance of TOD & JTWROS Designations by John Jastremski
The Importance of TOD & JTWROS Designations A convenient move that could ward off probate on your accounts. TOD, JTWROS…what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of ownership … Continue reading
Posted in 401(k), 401K.com, 72T, Access.ATT, ATT
Tagged 401K, AT&T seminar, ATT, att workshop, CAM Annuity, Chevron, Communications Workers of America, CWA, EIPP
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Understanding the Markets by John Jastremski.
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 … Continue reading
Posted in 401(k), 401K.com, 72T, Access.ATT, ATT
Tagged 401K, AT&T seminar, ATT, att workshop, CAM Annuity, Chevron, Communications Workers of America, CWA, EIPP
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Women & Money Paralysis by John Jastremski
Women & Money Paralysis Not making a move may not be the best move to make. A decision not made may have financial consequences. There is an old belief that women are more cautious about money than men, … Continue reading
Posted in 401(k), Access.ATT, ATT, CAM Annuity, Economic Report
Tagged 401K, AT&T seminar, att workshop, CAM Annuity, Chevron, Communications Workers of America, Erik Larsen, Hewitt
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The arguments for & against this estate planning decision. John Jastremski
Should You Put Your Home Into a Trust? Uncommon, or uncommonly wise? Occasionally, a couple or a family will elect to put their home into a revocable living trust, a charitable remainder trust (CRT) or a qualified personal residence trust (QPRT). There … Continue reading
Posted in Retirement Planning
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