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Investment Tax Planning

Introduction Investment planning can be important for several reasons. However, any discussion of investment planning is incomplete without a thorough understanding of the applicable income tax ramifications. Tax planning can help you reduce the tax cost of your investments. Once … Continue reading

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Working During Retirement 3/29/2012

Working During Retirement  3/29/2012 Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work during retirement? Obviously, if … Continue reading

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Stretch IRAs 3/27/2012

Stretch IRAs 3/27/2012 The term “stretch IRA” has become a popular way to refer to an IRA (either traditional or Roth) with provisions that make it easier to “stretch out” the time that funds can stay in your IRA after … Continue reading

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Market Week: March 19, 2012

Market Week: March 19, 2012 The Markets Between the relative calm over Greece, the Fed’s stand-pat stance, and a tiny bit of easing on the oil front, investors felt comfortable fleeing the low yields of U.S. Treasuries. That sent yields … Continue reading

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Weekly Economic Update March 19, 2012

John Jastremski Presents: Weekly Economic Update March 19, 2012 PRICES RISE MOST IN TEN MONTHS Consumer prices were up 0.4% in February according to the Commerce Department, yet core inflation rose only 0.1%. A 6% jump in gasoline prices represented … Continue reading

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Managing Expenses During the College Years

Introduction For most parents, paying for a child’s college or graduate school education is a major event. For some parents, it rivals only the purchase of a home in number of dollars spent. As the cost of college continues to … Continue reading

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Fidelity Netbenefits

FIDELITY NETBENEFITS Whether you are three months or three years away from retiring, The Retirement Group has and will strive to provide you with the best possible service in retirement planning.  A major benefits administrator that The Retirement Group works with is … Continue reading

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WEEKLY ECONOMIC UPDATE March 12th 2012

John Jastremski Presents: WEEKLY ECONOMIC UPDATE March 12th 2012 227,000 NEW JOBS, BUT JOBLESS RATE STILL AT 8.3% While unemployment levels remained unchanged in February, Labor Department data showed that nonfarm payrolls expanded by more than 200,000 positions for the … Continue reading

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Market Week: March 5, 2012

Market Week: March 5, 2012 The Markets The small caps of the Russell 2000 took it on the chin last week, while the other indices more or less held their own. The Dow finally managed to close above 13,000, which … Continue reading

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MARKET MONTH: FEBRUARY 2012

MARKET MONTH: FEBRUARY 2012 The Markets The Nasdaq came on strong for the second month in a row (though at a somewhat slower pace than in January) as it briefly hit 3,000 for the first time since 2000. An agreement … Continue reading

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