Tag Archives: AT&T seminar

Stop Having Money Paralysis. Not making a move may not be the best move to make. By John Jastremski

 A decision not made may have financial consequences. There is an old belief that women are more cautious about money than men, and whether you believe that or not, both women and men may fall prey to a kind of money … Continue reading

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How Women Are Planning Their Financial Futures. By John Jastremski

From assorted survey data, an interesting snapshot emerges. Women are taking action to approach retirement with greater confidence. Some recent, intriguing survey data indicates that women are planning their financial futures with some degree of pragmatism, but also with considerable … Continue reading

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Getting Help from a Financial Professional by John Jastremski

Getting Help from a Financial Professional   Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you’re on the right track with your savings and investments? Finding yourself with new … Continue reading

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A Primer for Estate Planning. By John Jastremski

A Primer for Estate Planning Things to check and double-check before you leave this world.                                                    … Continue reading

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Should You Pay Off Your Mortgage or Invest? by John Jastremski

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 to-do list. But competing with the desire to own … 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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Couples Retiring on the Same Page. By John Jastremski

Agreeing about what you want from retirement is crucial. What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security … Continue reading

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Money & Taxes After Marriage. By John Jastremski

Some not-so-small matters to think about. When you tie the knot, your financial lives will change. Marriage is one of those life events that can really affect your money and tax situation. If you are about to wed, here are … 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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Don’t Let Your Retirement Savings Goal Get You Down -by John Jastremski

As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. In fact, each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) reiterates that goal … Continue reading

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