Category Archives: John Jastremski

Trust Basics 1/28/2012

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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All About IRAs 1/27/2012

All About IRAs 1/27/2012 An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to … Continue reading

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

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

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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WEEKLY ECONOMIC UPDATE

John Jastremski Presents: WEEKLY ECONOMIC UPDATE January 2, 2012 STOCKS IN 2011: DJIA +5.5%, S&P 500 ENDS FLAT The Dow Jones Industrial Average bucked a global trend and advanced in 2011. The index rose 11.95% in the fourth quarter, a … Continue reading

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

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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Handling Market Volatility 1/01/2012

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

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Should You Pay Off Your Mortgage or Invest? 12/28/2011

Should You Pay Off Your Mortgage or Invest? 12/28/2011 Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial … Continue reading

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Stretch IRAs 12/10/2011

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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MONTHLY ECONOMIC UPDATE December 2011

MONTHLY ECONOMIC UPDATE   DECEMBER  2011 THE MONTH IN BRIEF An astonishing rally during the last three days of November did much to improve what had been an anxious month for investors. The Dow ended up gaining 0.76% in November after … Continue reading

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