Category Archives: Financial Planning

The Roth 401(k)

The Roth 401(k) Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you’re lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your retirement … Continue reading

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Repairing Poor Credit

What is it? Improving poor credit can be a long and arduous process. If you have struggled through a period of financial difficulty, or even filed for bankruptcy, your ability to obtain credit may be compromised long after you have … Continue reading

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Working During Retirement 3/29/2012

Working During Retirement  3/29/2012 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 … Continue reading

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Managing Expenses During the College Years

Introduction For most parents, paying for a child’s college or graduate school education is a major event. For some parents, it rivals only the purchase of a home in number of dollars spent. As the cost of college continues to … Continue reading

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Fidelity Netbenefits

FIDELITY NETBENEFITS Whether you are three months or three years away from retiring, The Retirement Group has and will strive to provide you with the best possible service in retirement planning.  A major benefits administrator that The Retirement Group works with is … Continue reading

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Paying the Bills: Potential Sources of Retirement Income 2/23/12

Paying the Bills: Potential Sources of Retirement Income             2/23/12 Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is to identify all potential income sources and estimate … Continue reading

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Monthly Economic Update February 2012

John Jastremski Presents: Monthly Economic Update                          February 2012 THE MONTH IN BRIEF In recent stock market history, there have been many peaks and valleys. January 2012 represented a peak; it was the best January for U.S. stocks since 1997, … Continue reading

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Trust Basics 1/28/2012

Trust Basics 1/28/2012 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 types … Continue reading

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Leaving a Legacy 1/18/2012

This material was prepared by Broadridge Investor Communication Solutions, Inc., and does not necessarily represent the views of John Jastremski, Jeremy Keating, Erik J Larsen, Frank Esposito, Patrick Ray, Robert Welsch, Michael Reese, Brent Wolf, Andy Starostecki and The Retirement … Continue reading

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The Roth 401(k) 1/16/2012

The Roth 401(k) 1/16/2012 Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you’re lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your … Continue reading

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