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

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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

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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

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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

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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

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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

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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

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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

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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

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