Category Archives: Estate Planning

Weekly Economic Update December 2, 2013 by John Jastremski

CONFIDENCE INDEX FALLS, SENTIMENT INDEX RISES Two respected barometers of consumer mood went different ways in November. The Conference Board’s consumer confidence index came in at a disappointing 70.4, down from a revised 72.4 mark for October and well below … Continue reading

Posted in Economic Report, ERB, Estate Planning, Exxonmobil, Financial Planning | Tagged , , , , , , | Comments Off

MUTUAL FUNDS FOR INVESTMENTS

Mutual Funds are professionally managed investment scheme, in which fund managers manage the investment made by the investors. A mutual fund is administered under an advisory contract with a management company, which gives full detail about the schemes going on … Continue reading

Posted in 401(k), Estate Planning, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, Mortgages, Pension, Rate Cut, Retirement Planning, Types of Investment, Why Investment | Tagged , , , , , , , , , , , , , , | Comments Off

THE REALITY OF INVESTING DURING RETIREMENT

Decades ago, the “typical” retiree left work for good between age 60-65 and typically passed away at about 70-75. Retirement lasted 10-12 years for many Americans. Now the picture has changed: some of us will spend 30, 40, perhaps even … Continue reading

Posted in 401(k), Estate Planning, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, Mortgages, Pension, Rate Cut, Retirement Planning, Types of Investment, Why Investment | Tagged , , , , , , , , , , , , | Comments Off

MAKING INVESTMENT DECISIONS

Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly … Continue reading

Posted in 401(k), Estate Planning, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, Mortgages, Pension, Rate Cut, Retirement Planning, Types of Investment, Why Investment | Tagged , , , , , , , , , , , , | Comments Off