Category Archives: Investment

Deciding When to Retire: When Timing Becomes Critical 1/30/2012

Posted on January 30, 2012 by admin

Deciding When to Retire: When Timing Becomes Critical 1/30/2012 Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses, but also what sources … Continue reading →

Posted in Investment, Pension, Pension Plan | Tagged , , , , , , | Comments Off

Can You Avoid a Layoff?

Posted on January 26, 2012 by admin

Can You Avoid a Layoff? You may be a dedicated employee who has worked for the same employer for many years, yet you still may be susceptible to getting laid off. Sometimes getting laid off is inevitable, but rarely does … Continue reading →

Posted in Economic Report, Investment, Ira Rollover | Tagged , , , , , , , , , , , | Comments Off

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 →

Posted in Financial Planning, Investment, Retirement Planning | Tagged , , , , , | Comments Off

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 →

Posted in Estate Planning, Financial Planning, Investment | Tagged , , , , , , | Comments Off

Handling Market Volatility 1/01/2012

Posted on January 1, 2012 by admin

Handling Market Volatility 1/01/2012 Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it’s your money at stake. Though there’s no … Continue reading →

Posted in 401K.com, Investing and the Markets, Investment, John Jastremski | Tagged , , , , , , , | Comments Off

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 →

Posted in 401(k), Financial Planning, Investment | Tagged , , , , , , | Comments Off

Qualified Personal Residence Trust (QPRT) 12/27/2011

Posted on December 27, 2011 by admin

Qualified Personal Residence Trust (QPRT) 12/27/2011 A qualified personal residence trust (QPRT) offers an excellent opportunity for homeowners with taxable estates to minimize federal gift tax and avoid federal estate tax. What is a QPRT? A QPRT (pronounced “Q-Pert,” and … Continue reading →

Posted in Estate Planning, Financial Planning, Investment | Tagged , , , , , , | Comments Off

WEEKLY ECONOMIC UPDATE 12-12-2011

Posted on December 13, 2011 by admin

John Jastremski Presents:   WEEKLY ECONOMIC UPDATE   December 12, 2011   CONSUMERS FEEL BETTER IN EARLY DECEMBER December’s initial University of Michigan consumer sentiment index is in, and the reading of 67.7 represents a six-month high. This is a … Continue reading →

Posted in Insurance, Investment, Ira Rollover | Tagged , , , , , , , , , | Comments Off

Stretch IRAs 12/10/2011

Posted on December 10, 2011 by admin

Stretch IRAs  12/10/2011 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 … Continue reading →

Posted in 401(k), Economic Report, Investing and the Markets, Investment, John Jastremski | Tagged , , , , , , | Comments Off

How Secure Is Social Security?

Posted on November 24, 2011 by admin

How Secure Is Social Security?     If you’re retired or close to retiring, then you’ve probably got nothing to worry about–your Social Security benefits will likely be paid to you in the amount you’ve planned on (at least that’s … Continue reading →

Posted in 401(k), Economic Report, Exxonmobil, Investment | Tagged , , , , , , , , | Comments Off