Tag Archives: Retirement

Counting on Your Husband’s Retirement Income? Three Things Women Should Know

Posted on February 25, 2013 by admin

Women face special challenges when planning for retirement. According to the Department of Labor,1 women are more likely than men to work in part-time jobs that don’t qualify for a retirement plan. And women are more likely to interrupt their careers … Continue reading →

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NUA

Posted on February 13, 2013 by admin

  Net Unrealized Appreciation: The Untold Story If you participate in a 401(k), ESOP, or other qualified retirement plan that lets you invest in your employer’s stock, you need to know about net unrealized appreciation–a simple tax deferral opportunity with … Continue reading →

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Weekly Economic Update

Posted on February 4, 2013 by admin

MORE HIRING … AND YET, MORE UNEMPLOYMENT In January, the jobless rate ticked up to 7.9%. The Labor Department countered that with some good news: 127,000 more workers were hired across November and December than previously thought. Last month, 157,000 … Continue reading →

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How much retirement income will you really need?

Posted on January 30, 2013 by admin

HOW MUCH RETIREMENT INCOME WILL YOU REALLY NEED? Many people underestimate lifestyle costs, medical expenses and inflation. Presented by John Jastremski   What is enough? What is not enough? If you’re considering retiring in the near future, you’ve probably heard … Continue reading →

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Deciding When to Retire: When Timing Becomes Critical

Posted on October 19, 2012 by admin

Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses, but also what sources of retirement income you’ll have and how long you’ll … Continue reading →

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Should You Pay Off Your Mortgage or Invest?

Posted on May 1, 2012 by admin

Should You Pay Off Your Mortgage or Invest? 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 … Continue reading →

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How Much Annual Income Can Your Retirement Portfolio Provide?

Posted on April 30, 2012 by admin

How Much Annual Income Can Your Retirement Portfolio Provide? Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out … Continue reading →

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The Roth 401(k)

Posted on April 28, 2012 by admin

The Roth 401(k) Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you’re lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your retirement … Continue reading →

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Repairing Poor Credit

Posted on April 5, 2012 by admin

What is it? Improving poor credit can be a long and arduous process. If you have struggled through a period of financial difficulty, or even filed for bankruptcy, your ability to obtain credit may be compromised long after you have … Continue reading →

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Investment Tax Planning

Posted on April 2, 2012 by admin

Introduction Investment planning can be important for several reasons. However, any discussion of investment planning is incomplete without a thorough understanding of the applicable income tax ramifications. Tax planning can help you reduce the tax cost of your investments. Once … Continue reading →

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