Tag Archives: Alex mele

The Split Annuity: Current Income Plus Future Savings

Financial planning in retirement usually has two primary goals: create a steady, dependable stream of income and preserve retirement savings. One idea which may assist in achieving these retirement objectives is the split annuity concept. What is a split annuity? … Continue reading

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First-Time Homebuyer Tax Credit

Introduction The first-time homebuyer tax credit was originally established by the Housing and Economic Recovery Act of 2008. The credit was subsequently extended and modified by the American Recovery and Reinvestment Act of 2009 and the Worker, Homeownership, and Business … Continue reading

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Weekly Economic Update March 19, 2012

John Jastremski Presents: Weekly Economic Update March 19, 2012 PRICES RISE MOST IN TEN MONTHS Consumer prices were up 0.4% in February according to the Commerce Department, yet core inflation rose only 0.1%. A 6% jump in gasoline prices represented … Continue reading

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WEEKLY ECONOMIC UPDATE March 12th 2012

John Jastremski Presents: WEEKLY ECONOMIC UPDATE March 12th 2012 227,000 NEW JOBS, BUT JOBLESS RATE STILL AT 8.3% While unemployment levels remained unchanged in February, Labor Department data showed that nonfarm payrolls expanded by more than 200,000 positions for the … Continue reading

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Paying the Bills: Potential Sources of Retirement Income 2/23/12

Paying the Bills: Potential Sources of Retirement Income             2/23/12 Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is to identify all potential income sources and estimate … Continue reading

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WEEKLY ECONOMIC UPDATE February 3, 2012

John Jastremski Presents: WEEKLY ECONOMIC UPDATE February 3, 2012 JOBLESS RATE DOWN TO 8.3% Are we seeing a trend here? The unemployment rate has now fallen 0.8% in the last six months. We haven’t seen a descent this sharp and … Continue reading

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Market Week: January 30, 2012

Market Week: January 30, 2012 The Markets A rally in domestic equities in response to Wednesday’s Fed announcement of plans to keep interest rates low couldn’t be sustained through the rest of the week. The Nasdaq and small-cap Russell 2000 … Continue reading

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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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Can You Avoid a Layoff?

Can You Avoid a Layoff? You may be a dedicated employee who has worked for the same employer for many years, yet you still may be susceptible to getting laid off. Sometimes getting laid off is inevitable, but rarely does … Continue reading

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Market Week: January 23, 2012

Market Week: January 23, 2012 The Markets Downgrades? What downgrades? Having just lowered its long-term ratings on nine eurozone sovereigns, Standard and Poor’s downgradedthe European Financial Stability Fund itself early last week. European equity markets responded with a four-day rally, … Continue reading

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