Category Archives: Financial Planning

Monthly Economic Update February 2012

Posted on February 6, 2012 by admin

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

Posted on January 28, 2012 by admin

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

Posted on January 18, 2012 by admin

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

Posted on January 16, 2012 by admin

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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Market Week: January 9, 2012

Posted on January 10, 2012 by admin

Market Week: January 9, 2012 The Markets So far, so good: The new year got off to a moderately encouraging start, beginning with solid reports on manufacturing and construction and ending with a fourth month of improved employment data. The … Continue reading →

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Social Security: What Should You Do at Age 62? 1/9/2012

Posted on January 9, 2012 by admin

Social Security: What Should You Do at Age 62?  1/9/2012 Is 62 your lucky number? If you’re eligible, that’s the earliest age you can start receiving Social Security retirement benefits. If you decide to start collecting benefits before your full … Continue reading →

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Saving for Retirement 1/7/2011

Posted on January 7, 2012 by admin

Saving for Retirement  1/7/2011 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, most people don’t even … Continue reading →

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Financial Planning – Helping You See the Big Picture 1/6/2012

Posted on January 6, 2012 by admin

Financial Planning – Helping You See the Big Picture 1/6/2012 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 … Continue reading →

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Lump Sum vs. Dollar Cost Averaging: Which Is Better? 1/03/2012

Posted on January 3, 2012 by admin

Lump Sum vs. Dollar Cost Averaging: Which Is Better? 1/03/2012 Some people go swimming by diving into the pool; others prefer to edge into the water gradually, especially if the water’s cold. A decision about putting money into an investment … Continue reading →

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How Much Annual Income Can Your Retirement Portfolio Provide? 12/30/2011

Posted on December 30, 2011 by admin

How Much Annual Income Can Your Retirement Portfolio Provide?  12/30/2011 Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take … Continue reading →

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