Category Archives: EIPP

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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The ABCs of Mutual Fund Share Classes. By John Jastremski

When investing in a mutual fund, you may have the opportunity to choose among several share classes, most commonly Class A, Class B, and Class C. This multi-class structure offers you the opportunity to select a share class that is … Continue reading

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Women: Planning for the Financial Impact of Children. By John Jastremski

Children are a special blessing and their arrival brings boundless love and joy into our lives that you can’t put a price on. But adding a child to the household impacts the family budget–and women especially—in very measurable ways. Whether … Continue reading

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Safe Harbor 401(k) Plans. By John Jastremski

Everyone’s familiar with 401(k) plans. But not everyone knows they come in different flavors. There’s the traditional 401(k), of course. But there are also SIMPLE 401(k)s for small employers, 401(k)s with qualified automatic contribution arrangements (QACAs), and safe harbor 401(k)s. … 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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Deciding When to Retire: When Timing Becomes Critical. By John Jastremski

Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses, but also what sources of retirement income you’ll have and how long you’ll … Continue reading

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Why Save for Retirement? By John Jastremski

When you envision retirement, you probably see yourself living comfortably, doing what makes you happy. Your dreams could be as lofty as traveling the world or as simple as spending more time with your friends and family. Everyone’s vision is … Continue reading

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Five Keys to Investing For Retirement. By John Jastremski

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are … Continue reading

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Active vs. Passive Portfolio Management. By John Jastremski

One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or … Continue reading

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Five Key Benefits for Military Families. By John Jastremski

Military families face plenty of financial challenges. If you’re saving for college or retirement, buying a home, or wondering how to help secure your family’s financial future, don’t overlook these five important benefits. 1. Thrift Savings Plan Retirement is something … Continue reading

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