Category Archives: Investing and the Markets

Tips for Retirement

A few simple steps to help you get started on the right foot. Planning financially for retirement may feel overwhelming. For some, that feeling is what keeps them from really focusing on and implementing a plan. If you haven’t started planning for … Continue reading

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Weekly Economic Update 4/30

Q1 GDP COMES IN AT 2.5% The initial estimate of first quarter growth from the Bureau of Economic Analysis disappointed some analysts who had expected 3% expansion or better. Personal consumption and inventory accumulation were the prime sources of growth. … Continue reading

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Common Annuity Riders

This material was prepared by Broadridge Investor Communication Solutions, Inc., and does not necessarily represent the views of John Jastremski, and The Retirement Group or FSC Financial Corp. This information should not be construed as investment advice. Neither the named … Continue reading

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Weekly Economic Update 4/17

HOUSEHOLDS BOUGHT LESS LAST MONTH Retail sales were down 0.4% in March, according to the Commerce Department. This unanticipated dip was the deepest retreat in nine months. Even with volatile car and truck sales factored out, the March decline remained … Continue reading

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Stretch IRAs

Stretch IRAs The term “stretch IRA” has become a popular way to refer to an IRA (either traditional or Roth) with provisions that make it easier to “stretch out” the time that funds can stay in your IRA after your … Continue reading

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College 529 Plan

Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today. Much like the way 401(k) plans revolutionized the world of retirement savings a few decades ago, 529 college … Continue reading

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Economic Update

WINTER DOESN’T DETER HOMEBUYERS   According to the National Association of Realtors, existing home sales rose 0.8% in February. The sales pace hit 4.98 million units, a 39-month high. The inventory of homes for sale increased 9.6% last month, recovering … Continue reading

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How much will you need in Retirement?

What is enough? What is not enough? If you’re considering retiring in the near future, you’ve probably heard or read that you need about 70% of your end salary to live comfortably in retirement. This estimate is frequently repeated … but … Continue reading

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Stretch IRAs

Stretch IRAs The term “stretch IRA” has become a popular way to refer to an IRA (either traditional or Roth) with provisions that make it easier to “stretch out” the time that funds can stay in your IRA after your … Continue reading

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The Sequester Looms

If federal budget cuts occur March 1, how might they be felt economically? On March 1, $85 billion in federal budget cuts are supposed to take place – and it doesn’t look like they will be delayed any longer. Congress … Continue reading

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