Monthly Archives: March 2015

How Is Health Care Reform Affecting the Federal Deficit? By John Jastremski

Some analysts think it is helping reduce the deficit; but others wholeheartedly disagree. Has the Affordable Care Act actually cut Medicare spending? The numbers from the Congressional Budget Office make a pretty good argument for that, and suggest that the ACA … Continue reading

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Avoiding the Common 1040 Mistakes. By John Jastremski

Don’t let these slip-ups creep into your federal tax return.  No one wants to delay their federal tax refund. As you certainly don’t, filling out your 1040 form correctly is essential. To that end, it is worth noting some of … Continue reading

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The Traits of a Good Investor and How Women Can Make the Most of Them. By John Jastremski

Women are increasingly taking responsibility for managing their own money. That includes those who in the past may have left investing to a spouse because they were busy raising a family or had no interest in the subject, but who … Continue reading

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Should You Pay Off Your Mortgage or Invest? By John Jastremski

Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own … Continue reading

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Taking Taxes Into Account When Saving & Investing. By John Jastremski

It isn’t always top of mind, but it should be. How many of us save and invest with an eye on tax implications? Not that many of us, according to a recent survey from Russell Investments (the global asset manager … Continue reading

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Cash Flow Management. By John Jastremski

An underappreciated fundamental in financial planning. You’ve probably heard the saying that “cash is king,” and whether you own a business or not, it is a truth that applies. Most discussions of business and personal “financial planning” involve tomorrow’s goals, … Continue reading

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After the Military: Tips for Your Financial Transition to Civilian Life. By John Jastremski

A drawdown is looming. You’re separating at the end of active service. You’ve decided to retire after a long career. No matter why you’re leaving the military, a big part of preparing for your civilian life is taking steps to … Continue reading

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Yes, Young Growing Families Can Save & Invest. By John Jastremski

It may seem like a tall order, but it can be accomplished. Plan to put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. … Continue reading

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The Strong Dollar: Good or Bad? By John Jastremski

What is dollar strength & who invests in it? You may have heard that the dollar is “strong” right now. You may have also heard that a strong dollar amounts to a headwind against commodities and stocks. While there is … Continue reading

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The Top 12 Tax Frauds. By John Jastremski

A look at the IRS “dirty dozen” list. Have you heard of the “dirty dozen?” Each year, the IRS lists the top 12 recurring federal tax offenses – frauds, cheats, feints and schemes that ethically challenged taxpayers, tax preparers and … Continue reading

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