Tag Archives: CAM Annuity

The Split Annuity: Current Income Plus Future Savings

Posted on April 23, 2012 by admin

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

Posted on April 16, 2012 by admin

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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Home Mortgage Interest Deductions

Posted on April 13, 2012 by admin

What is a home mortgage interest deduction? If you itemize deductions, you can generally deduct “qualified residence interest” you pay on certain home mortgages taken in connection with your primary residence and a second residence. (You cannot deduct mortgage interest … Continue reading →

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Working During Retirement 3/29/2012

Posted on March 29, 2012 by admin

Working During Retirement  3/29/2012 Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work during retirement? Obviously, if … Continue reading →

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Weekly Economic Update March 19, 2012

Posted on March 19, 2012 by admin

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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Managing Expenses During the College Years

Posted on March 19, 2012 by admin

Introduction For most parents, paying for a child’s college or graduate school education is a major event. For some parents, it rivals only the purchase of a home in number of dollars spent. As the cost of college continues to … Continue reading →

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WEEKLY ECONOMIC UPDATE March 12th 2012

Posted on March 13, 2012 by admin

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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Funding Your Future with a Fixed Annuity 2/25/2012

Posted on February 25, 2012 by admin

Funding Your Future with a Fixed Annuity    2/25/2012 A fixed annuity is a contract between you and an annuity issuer, usually an insurance company. In its simplest form, you pay money to the annuity issuer; the issuer invests the funds … Continue reading →

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Market Week: February 13, 2012

Posted on February 15, 2012 by admin

Market Week: February 13, 2012 The Markets Concerns about whether Greece would fulfill the conditions necessary to obtain a second bailout brought on the first down week of 2012 for the domestic equities indices (except for the Dow, which had … Continue reading →

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WEEKLY ECONOMIC UPDATE February 13, 2012

Posted on February 13, 2012 by admin

John Jastremski Presents: WEEKLY ECONOMIC UPDATE February 13, 2012 WILL THE MORTGAGE ACCORD BRING MUCH RELIEF? While the $25+ billion settlement reached last week between five large mortgage servicers and 49 states was momentous, it may not help many borrowers … Continue reading →

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