Category Archives: Verizon

Investing as a Couple: Getting to Yes -by John Jastremski

In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of … Continue reading

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Reaching Retirement: Now What? -by John Jastremski

You’ve worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets so that your retirement savings will last. Review … Continue reading

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Retirement Plans for Small Businesses -by John Jastremski

If you’re self-employed or own a small business and you haven’t established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future. Tax advantages A retirement plan can … Continue reading

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Changing Jobs? Take Your 401(k) and Roll It -by John Jastremski

If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What will I be entitled to? If you leave your job (voluntarily or … Continue reading

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Common Factors Affecting Retirement Income -by John Jastremski

When it comes to planning for your retirement income, it’s easy to overlook some of the common factors that can affect how much you’ll have available to spend. If you don’t consider how your retirement income can be impacted by … Continue reading

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Lump Sum vs. Dollar Cost Averaging: Which is Better? -by John Jastremski

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 can be somewhat similar. Is it best to invest your … Continue reading

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Financial Planning: Helping You See the Big Picture -by John Jastremski

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 comes with a price tag attached. That’s where financial planning … Continue reading

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Handling Market Volatility -by John Jastremski

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 your money is at stake. Though there’s no foolproof way to handle … Continue reading

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Distribution Funds: Putting Income on Autopilot -by John Jastremski

As baby boomers retire, they begin to focus less on accumulating assets and more on how those assets can be converted into an ongoing stream of income. Distribution funds are one way to simplify that process. Distribution funds are actively … Continue reading

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Indexed Annuities -by John Jastremski

An indexed annuity (IA) is a contract between you and an insurance company. You pay premiums in a lump sum or periodically, and the issuer promises* to pay you some amount in the future. The IA issuer also provides a … Continue reading

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