Tag Archives: netbenefits

Reaching Retirement: Now What? -by John Jastremski

Posted on February 20, 2017 by admin

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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Medical Professionals: A Prescription for Your Financial Health -by John Jastremski

Posted on July 22, 2016 by admin

The demands on medical practitioners today can seem overwhelming. It’s no secret that health-care delivery is changing, and those changes are reflected in the financial issues that health-care professionals face every day. You must continually educate yourself about new research … Continue reading →

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

Posted on July 15, 2016 by admin

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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Municipal Bond Basics – by John Jastremski

Posted on June 27, 2016 by admin

Municipal Bonds and Their Tax Advantages State and local governments often borrow money to supplement tax revenues and to finance projects such as new highways, buildings, or public works improvements. Such bonds are known as municipal bonds (“munis”) or tax-exempt … Continue reading →

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Common Annuity Riders -by John Jastremski

Posted on June 23, 2016 by admin

An annuity is a contract between you (the purchaser or owner) and the issuer (an insurance company). In its simplest form, you pay money to the annuity issuer, the issuer invests the money for you, and then the issuer pays … Continue reading →

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Socially Responsible Investing -by John Jastremski

Posted on June 15, 2016 by admin

Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your money. Socially responsible investing may allow you to … Continue reading →

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Have You Checked Your Retirement Plan Lately? -by John Jastremski

Posted on June 13, 2016 by admin

It’s generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven’t given your plan a thorough review within the last 12 months, now may be … Continue reading →

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Immediate Annuities Can Provide Lifetime Income -by John Jastremski

Posted on June 2, 2016 by admin

Running out of income is a primary concern for most retirees. Immediate annuities offer a financial alternative to help meet retirement income needs by providing a steady stream of income designed to last through retirement.   What is an immediate … Continue reading →

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The Individual 401(k) -by John Jastremski

Posted on May 26, 2016 by admin

If you’re self-employed or own a small business, you’ve probably considered establishing a retirement plan. If you’ve done your homework, you likely know about simplified employee pensions (SEPs) and savings incentive match plans for employees (SIMPLE) IRA plans. These plans … Continue reading →

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The Power of Dividends in a Portfolio -by John Jastremski

Posted on May 19, 2016 by admin

It wasn’t so long ago that many investors regarded dividends as roughly the financial equivalent of a record turntable at a gathering of MP3 users–a throwback to an earlier era, irrelevant to the real action. But fast-forward a few years, … Continue reading →

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