Category Archives: CAM Annuity

Wise Decisions with Retirement in Mind

Wise Decisions with Retirement in Mind Certain financial & lifestyle choices may lead you toward a better future.   Some retirees succeed at realizing the life they want, others don’t. Fate aside, it isn’t merely a matter of stock market … Continue reading

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Why You Should Keep Contributing to Your 401K

Save for retirement consistently, regardless of how the market behaves. There is seldom a dull moment on Wall Street. Stocks may rise or fall dramatically over the course of a year or a decade. Sometimes, breaking news may tempt you … Continue reading

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The Tax Benefits of Your Retirement Savings Plan. By John Jastremski

Taxes can take a big bite out of your total investment returns, so it’s encouraging to know that your employer-sponsored retirement savings plan may offer a variety of tax benefits. Depending on the type of plan your employer offers, you … Continue reading

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Changing Jobs? Take Your 401(k) and Roll It. By John Jastremski

If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What will I be entitled to? If you leave your job (voluntarily or … Continue reading

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Don’t Let Your Retirement Savings Goal Get You Down -by John Jastremski

As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. In fact, each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) reiterates that goal … Continue reading

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Setting and Targeting Investment Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little … Continue reading

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Nonprofit Boards: New Challenges and Responsibilities -by John Jastremski

The days are long gone when nonprofit boards were made up of large donors who expected that little more would be asked of them beyond socializing at the occasional fundraiser. Being a board member can be as demanding and rewarding … Continue reading

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Medical Professionals: A Prescription for Your Financial Health -by John Jastremski

The demands on medical practitioners today can seem overwhelming. It’s no secret that health-care delivery is changing, and those changes are reflected in the financial issues that health-care professionals face every day. You must continually educate yourself about new research … Continue reading

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Inflation-Fighting TIPS -by John Jastremski

It’s easy to see how inflation affects your daily life. Gas prices are higher. Electric bills are steeper. Wallets are thinner. But what inflation does to your investments isn’t always as obvious. Let’s say your money is earning 4% and … 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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