Monthly Archives: July 2015

At Last, a Greek Debt Deal. By John Jastremski

A look at the winners, losers & terms. It looks like Greece will stay in the euro. After eurozone finance ministers pulled an all-nighter, negotiating for 17 hours into early Monday morning, the government of the beleaguered nation accepted the … Continue reading

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Getting Financially Fit for Retirement at 50. By John Jastremski

Things for trailing-edge boomers & Gen Xers to consider.  When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a 50th birthday can act as a wake-up call. It may offer a powerful reminder to … Continue reading

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Are You Underprepared for Retirement? By John Jastremski

A university study serves as a wake-up call. Financially speaking, how many Americans are truly on track to retire? A recently published white paper suggests that about half of us are approaching our “third acts” with faulty assumptions. Perception differs … Continue reading

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Retirement Planning Can Start with an IRA. By John Jastremski

These accounts make a good “first step” in retirement saving.  Sooner or later, people decide to start saving and investing for retirement. When that starting point arrives, taking that “first step” can seem like a big deal. Opening an Individual … Continue reading

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The Big Economic Mystery of 2015. By John Jastremski

If the economy is healthy, why are retail sales so poor?  Retail sales have been flat or negative for four out of the past five months. Even though households are saving an average of $50 a month on gasoline compared … 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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China’s Chaotic Market. By John Jastremski

As the world watches, the nation’s government tries to end the downturn. Investors worldwide worry about the state of China’s equity market. You could argue that these fears have impacted Wall Street as much as the crisis in Greece. The … Continue reading

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Another Glitch Hits Wall Street. By John Jastremski

The NYSE freezes floor trading for more than three hours. Floor trading was abruptly halted at the New York Stock Exchange Wednesday. At 11:32 am EST, a sudden problem forced the NYSE to interrupt trading in all symbols and cancel … Continue reading

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Monitoring Your Portfolio. By John Jastremski

You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually … Continue reading

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Indexed Annuities. By John Jastremski

An indexed annuity (IA) is a contract between you and an insurance company. You pay premiums in a lump sum or periodically, and the issuer promises* to pay you some amount in the future. The IA issuer also provides a … Continue reading

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