Category Archives: Why Investment

The Sequester Looms

Posted on February 28, 2013 by admin

If federal budget cuts occur March 1, how might they be felt economically? On March 1, $85 billion in federal budget cuts are supposed to take place – and it doesn’t look like they will be delayed any longer. Congress … Continue reading →

Posted in 401(k), 401K.com, ATT, CAM Annuity, Economic Report, ERB, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , , , , , , , , , , , , , , , | Comments Off

The Right Beneficiary

Posted on February 26, 2013 by admin

Who should inherit your IRA or 401(k)? See that they do. Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity? You may be able to answer such a … Continue reading →

Posted in 401(k), 401K.com, Access.ATT, ATT, CAM Annuity, Economic Report, EIPP, EISP, ERB, ESRO, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, netbenefits, Option 1 Withdrawal, PBGC, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , , , , , , , , , , | Comments Off

HOW MUCH RETIREMENT INCOME WILL YOU REALLY NEED?

Posted on February 21, 2013 by admin

Many people underestimate lifestyle costs, medical expenses and inflation. Presented by «representativename»  What is enough? What is not enough? If you’re considering retiring in the near future, you’ve probably heard or read that you need about 70% of your end … Continue reading →

Posted in 401(k), 401K.com, 72T, Access.ATT, ATT, CAM Annuity, Economic Report, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, Pension, Pension Option, PPA, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Verizon, Why Investment | Tagged , , , , , , , , , , , , | Comments Off

Reaching Retirement — Now What?

Posted on February 1, 2013 by admin

Reaching Retirement– Now What? 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 … Continue reading →

Posted in Pension, Retirement Planning, The Retirement Group John Jastremski, Types of Investment, Why Investment | Tagged , , , , , , , , , | Comments Off

Financial Considerations for 2013

Posted on January 20, 2013 by admin

We are now in plain view of the “fiscal cliff”. After the election, Congress may or may not end up keeping income and estate tax rates at their recent levels. Next year may bring some notable financial developments, and it … Continue reading →

Posted in EIPP, PPA, Retirement Planning, Why Investment | Tagged , | Comments Off

529 College Savings Plans

Posted on December 12, 2012 by admin

Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today. Much like the way 401(k) plans revolutionized the world of retirement savings a few decades ago, 529 college … Continue reading →

Posted in 401(k), 401K.com, 72T, Access.ATT, ATT, CAM Annuity, Economic Report, EIPP, EISP, ERB, ESRO, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, netbenefits, Option 1 Withdrawal, PBGC, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , | Comments Off

401(K) Plans

Posted on December 11, 2012 by admin

Qualified cash or deferred arrangements (CODAs) permitted under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” have become one of the most popular types of employer-sponsored retirement plans. How does a 401(k) plan work? With … Continue reading →

Posted in 401(k), 401K.com, 72T, Access.ATT, ATT, CAM Annuity, Economic Report, EIPP, EISP, ERB, ESRO, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, netbenefits, Option 1 Withdrawal, PBGC, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , | Comments Off

Weekly Economic Update

Posted on December 10, 2012 by admin

JOBLESS RATE DROPS, SURPRISING ANALYSTS Non-farm payrolls expanded by 146,000 positions in November. Economists polled by Reuters had expected only 93,000 new jobs because of the impact of Superstorm Sandy. Yet while the jobless rate dipped to 7.7% last month, … Continue reading →

Posted in 401(k), 401K.com, 72T, Access.ATT, ATT, CAM Annuity, Economic Report, EIPP, EISP, ERB, ESRO, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, netbenefits, Option 1 Withdrawal, PBGC, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , , | Comments Off

2012 Year-End Tax Planning

Posted on December 7, 2012 by admin

Given the current level of uncertainty, year-end tax planning for 2012 is extremely challenging. With a host of major tax provisions expiring at year-end, and new taxes taking effect January 1, 2013, some year-end moves have the potential for significant … Continue reading →

Posted in 401(k), 401K.com, 72T, Access.ATT, ATT, CAM Annuity, Economic Report, EIPP, EISP, ERB, ESRO, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, netbenefits, Option 1 Withdrawal, PBGC, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , , , | Comments Off

Economic Update December 3, 2012

Posted on December 3, 2012 by admin

SPENDING DOWN, CONFIDENCE & GDP UP Personal spending decreased 0.2% in October, the first monthly retreat since June, possibly attributable to Superstorm Sandy. (Consumer spending dipped 0.3% when adjusted for inflation.) Personal income was flat in October for the first … Continue reading →

Posted in John Jastremski, Pension Option, Retirement Planning, The Retirement Group LLC, Types of Investment, Why Investment | Tagged , , , , | Comments Off