Category Archives: ATT

Understanding Bond Yields and the Yield Curve. By John Jastremski

When it comes to investing in bonds, one of the first factors to consider is yield. But what exactly is “yield?” The answer depends on how the term is being used. In the broadest sense, an investment’s yield is the … Continue reading

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Monitoring Your Portfolio. By John Jastremski

Monitoring Your Portfolio 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, … Continue reading

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Working During Retirement. By John Jastremski

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 you work during retirement, … Continue reading

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Taking Taxes Into Account When Saving & Investing by John Jastremski

Taking Taxes Into Account When Saving & Investing 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 … Continue reading

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Getting Financially Fit for Retirement at 50 by John Jastremski

Getting Financially Fit for Retirement at 50 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. … Continue reading

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Eleven Ways to Help Yourself Stay Sane in a Crazy Market. By John Jastremski

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 … Continue reading

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Financial Planning: Helping You See the Big Picture. By John Jastremski

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning … Continue reading

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Lump-Sum Distribution from Inherited IRAs and Retirement Plans. By John Jastremski

What is it? A lump-sum distribution is the withdrawal of the entire balance of an inherited traditional IRA or employer-sponsored retirement plan account in one tax year. It is this one-tax-year time frame, not the number of distributions, that determines a lump-sum distribution. … Continue reading

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Coping With College Loans. By John Jastremski

Coping With College Loans Paying them down, managing their financial impact. Are student loans holding our economy back? Certainly America has recovered from the last recession, but this is an interesting question nonetheless. In a November 2013 address before the … Continue reading

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Gauging Your Financial Well-Being by John Jastremski

Gauging Your Financial Well-Being Six signs that you are in good shape.   How well off do you think you are financially? If your career or life takes an unexpected turn, would your finances hold up? What do you think … Continue reading

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