Category Archives: Estate Planning

Health-Care Reform Changes Affecting Seniors

Posted on December 5, 2011 by admin

Health-Care Reform Changes Affecting Seniors Health-care reform legislation, enacted in 2010, contains some provisions that directly affect our nation’s elder population. If you’re a retiree or a senior, you may be concerned about how these reforms may affect your access … Continue reading →

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Savings for Retirement 10/17/2011

Posted on October 24, 2011 by admin

      Savings for Retirement                                                      10/17/2011   Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and so on, … Continue reading →

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Trust Basics 10/20/2011

Posted on October 19, 2011 by admin

  Trust Basics   Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility–many … Continue reading →

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Dollar Cost Averaging

Posted on August 1, 2011 by admin

John Jastremski Presents: Dollar Cost Averaging If you haven’t started investing towards a long-term goal because you’re worried about short-term market volatility, consider using a popular investment strategy called dollar cost averaging. Dollar cost averaging takes some of the guesswork … Continue reading →

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MUTUAL FUNDS FOR INVESTMENTS

Posted on July 28, 2011 by admin

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 →

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THE REALITY OF INVESTING DURING RETIREMENT

Posted on July 28, 2011 by admin

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 →

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MAKING INVESTMENT DECISIONS

Posted on July 28, 2011 by admin

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 →

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WHAT EXACTLY IS WEALTH MANAGEMENT?

Posted on July 27, 2011 by admin

The two words signify a far-reaching kind of financial care. There’s financial planning, and then there’s wealth management. Think of wealth management as a step up from garden-variety financial planning. One office (rather than one person) provides a range of … Continue reading →

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Evaluating an Early Retirement Offer

Posted on July 16, 2011 by admin

John Jastremski Presents: Evaluating an Early Retirement Offer In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer … Continue reading →

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POS Plans

Posted on June 24, 2011 by admin

John Jastremski Presents: POS Plans You’re not alone if you’re feeling confused by health-care plans that offer you benefits with one hand and place restrictions on you with the other. Fortunately, the world of managed care has begun to loosen … Continue reading →

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