Category Archives: Ira Rollover

MAKING INVESTMENT DECISIONS

Posted on July 28, 2011 by admin

Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly … Continue reading →

Posted in 401(k), Estate Planning, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, Mortgages, Pension, Rate Cut, Retirement Planning, Types of Investment, Why Investment | Tagged , , , , , , , , , , , , , , , | Comments Off

WHAT EXACTLY IS WEALTH MANAGEMENT?

Posted on July 27, 2011 by admin

The two words signify a far-reaching kind of financial care. There’s financial planning, and then there’s wealth management. Think of wealth management as a step up from garden-variety financial planning. One office (rather than one person) provides a range of … Continue reading →

Posted in 401(k), ATT, Estate Planning, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, Rate Cut, Retirement Planning, Why Investment | Tagged , , , , , , , , , , , , , , , , | Comments Off

FAMILY PLANNING FROM THE PIGGYBANK’S POINT OF VIEW

Posted on July 27, 2011 by admin

FAMILY PLANNING FROM THE PIGGYBANK’S POINT OF VIEW-John Jastremski Are you financially ready to raise a child? Provided by John Jastremski Family planning often means financial planning … and quite likely, a change in the way you see your finances. … Continue reading →

Posted in 401K.com, 72T, CAM Annuity, Ira Rollover, John Jastremski, netbenefit, netbenefits, Option 1 Withdrawal, Pension Options, Pension Plan, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning | Tagged , , , , , , | Comments Off

IRA DEADLINES ARE APPROACHING – John Jastremski

Posted on July 27, 2011 by admin

IRA DEADLINES ARE APPROACHING April is nearly here. Keep your IRA in mind. Presented by John Jastremski Many of us associate April with taxes. We should also associate it with IRAs, for April is the month with the deadlines for … Continue reading →

Posted in 401(k), Financial Planning, Ira Rollover, Pension, Why Investment | Tagged , , , , , , , , , , , , , , , , , , , , , | Comments Off

Big Estate Planning of 2011

Posted on July 26, 2011 by admin

This material was prepared by Peter Montoya 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 Group or … Continue reading →

Posted in Investment, Ira Rollover, John Jastremski | Tagged , , , , , , , , , , , , , , , | Comments Off

Retained Income Trusts

Posted on July 22, 2011 by admin

John Jastremski Presents: Retained Income Trusts Introduction A retained income trust is a type of irrevocable trust, whereby an individual (called the grantor) transfers assets to a trust and then retains an interest for a period of time or for life. Theretained interest … Continue reading →

Posted in ERB, Ira Rollover, Mortgages | Tagged , , , , , , , , , , , , , | Comments Off

Alternative Therapies

Posted on July 5, 2011 by admin

John Jastremski Presents: Alternative Therapies An increasing number of Americans are choosing alternative methods for health improvement and medical treatment. Why has there been so much interest in alternative therapies lately? Is this something you should consider? What are alternative … Continue reading →

Posted in Exxonmobil, Financial Planning, Ira Rollover | Tagged , , , , , , , , , , , , , , , , , | Comments Off

What Do Long-Term Care Insurance Policies Cover?

Posted on June 7, 2011 by admin

John Jastremski Presents: What Do Long-Term Care Insurance Policies Cover? Long-term care refers to a broad range of medical and personal services designed to assist people who’ve lost their ability to function independently. If you’re thinking of buying long-term care insurance … Continue reading →

Posted in 401(k), CAM Annuity, Ira Rollover | Tagged , , , , , , , , , , , , , , , , | Comments Off

Making Policy Loans and Withdrawals

Posted on June 2, 2011 by admin

John Jastremski Presents: Making Policy Loans and Withdrawals Cash value life insurance refers to a wide variety of insurance policies that provide both a death benefit and a cash value component that may build tax deferred over time. Many cash … Continue reading →

Posted in 401K.com, Ira Rollover, Types of Investment, Why Investment | Tagged , , , , , , , , , , , , , , | Comments Off

WEEKLY ECONOMIC UPDATE – May 31, 2011

Posted on May 31, 2011 by admin

John Jastremski Presents: WEEKLY ECONOMIC UPDATE – May 31, 2011       WEEKLY QUOTE “Leadership is a matter of having people look at you and gain confidence, seeing how you react. If you’re in control, they’re in control.” – Tom … Continue reading →

Posted in 401K.com, Economic Report, ERB, Ira Rollover | Tagged , , , , , , , , , , , , , , , , | Comments Off