Tag Archives: The Retirement Group

Tips for Retirement

A few simple steps to help you get started on the right foot. Planning financially for retirement may feel overwhelming. For some, that feeling is what keeps them from really focusing on and implementing a plan. If you haven’t started planning for … Continue reading

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College 529 Plan

Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today. Much like the way 401(k) plans revolutionized the world of retirement savings a few decades ago, 529 college … Continue reading

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Tips for Retirement

A few simple steps to help you get started on the right foot. Planning financially for retirement may feel overwhelming. For some, that feeling is what keeps them from really focusing on and implementing a plan. If you haven’t started planning for … Continue reading

Posted in 72T, CAM Annuity, Estate Planning, Investment, netbenefits, Pension Options, Resources.Hewitt | Tagged , , , , , , , , , | Comments Off

Weekly Economic Update

 March 11, 2013    HIRING HAS REALLY PICKED UP During June-August 2012, non-farm payrolls grew by an average of 135,000 jobs a month. Across September-November, that average improved to 181,000 per month. From December-February, the economy added an average of … Continue reading

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Deciding When to Retire: When Timing Becomes Critical

Deciding When to Retire: When Timing Becomes Critical 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 … Continue reading

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Economic Update 3/4/13

March 4, 2013     DESPITE ANXIETIES, DOW STAYS ABOVE 14,000 The DJIA settled at 14,089.66 Friday, gaining 0.64% on the week. The S&P 500 (+0.17% to 1,518.20) and NASDAQ (+0.25% to 3,169.74) also logged five-day advances. All this happened … Continue reading

Posted in CAM Annuity, ESRO, Ira Rollover, John Jastremski, netbenefit | Tagged , , , , , , , , , | Comments Off

Tips for Retirement

A few simple steps to help you get started on the right foot. Planning financially for retirement may feel overwhelming. For some, that feeling is what keeps them from really focusing on and implementing a plan. If you haven’t started … Continue reading

Posted in ATT, Financial Planning, Ira Rollover, John Jastremski, Retirement Planning | Tagged , , , , , , , , , | Comments Off

The Right Beneficiary

Who should inherit your IRA or 401(k)? See that they do. Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life insurance policy, or annuity? You may be able to answer such a … Continue reading

Posted in 401(k), 401K.com, Access.ATT, ATT, CAM Annuity, Economic Report, EIPP, EISP, ERB, ESRO, Estate Planning, Exxonmobil, Financial Planning, Insurance, Investing and the Markets, Investment, Ira Rollover, John Jastremski, Mortgages, netbenefit, netbenefits, Option 1 Withdrawal, PBGC, Pension, Pension Option, Pension Options, Pension Plan, PPA, Qwest, Rate Cut, Resources.Hewitt, Retirement Planning, The Retirement Group John Jastremski, The Retirement Group LLC, Types of Investment, Verizon, Why Investment | Tagged , , , , , , , , , , , | Comments Off

Monthly Economic Update

THE MONTH IN BRIEF The S&P 500 opened 2013 with its best month since October 2011 – and its biggest January gain in percentage terms since 1997. Analysts felt the year might start with a positive month, but few expected … Continue reading

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Stretch IRAs

Stretch IRAs The term “stretch IRA” has become a popular way to refer to an IRA (either traditional or Roth) with provisions that make it easier to “stretch out” the time that funds can stay in your IRA after your … Continue reading

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