Category Archives: Investment

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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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 →

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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 →

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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 →

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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 →

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WEEKLY ECONOMIC UPDATE November 21, 2011

Posted on November 22, 2011 by admin

«John Jastremski» Presents:   WEEKLY ECONOMIC UPDATE       WEEKLY QUOTE   “Accept no one’s definition of your life; define yourself.” – Harvey Fierstein     WEEKLY TIP   If you pay your real estate taxes instead of your mortgage lender, … Continue reading →

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THE BEST AND THE WORST 11/21/2011

Posted on November 21, 2011 by admin

THE BEST AND THE WORST 11/21/2011   Rounding up the rankings of places to be (and not to be) financially. Presented by John Jastremski   Do you live in one of the worst tax states for retirees? Are you fortunate … Continue reading →

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Bonds, Interest Rates, and the Impact of Inflation

Posted on November 18, 2011 by admin

The inflation/interest rate cycle at a glance When prices rise, bondholders worry that the interest they’re paid won’t buy as much. To control inflation, the Fed may raise interest rates to get investors to lend money by purchasing bonds. When … Continue reading →

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MARKET WEEK: OCTOBER 10, 2011

Posted on October 11, 2011 by admin

The Markets Domestic equities once again spent much of the week recuperating from damage done on Monday, hitting their lowest levels of the year before rebounding strongly. On Monday, the S&P closed below 1,100 for the first time this year; … Continue reading →

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TAX EFFICIENCY IN RETIREMENT

Posted on October 2, 2011 by admin

How much attention do you pay to this factor? Presented by John Jastremski Could you end up paying higher taxes in retirement? Do you have a lot of money saved in a 401(k) or a traditional IRA? If so, you … Continue reading →

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