Tag Archives: Workshops

Monthly Economic Update February 2012

John Jastremski Presents: Monthly Economic Update                          February 2012 THE MONTH IN BRIEF In recent stock market history, there have been many peaks and valleys. January 2012 represented a peak; it was the best January for U.S. stocks since 1997, … Continue reading

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Deciding When to Retire: When Timing Becomes Critical 1/30/2012

Deciding When to Retire: When Timing Becomes Critical 1/30/2012 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 … Continue reading

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All About IRAs 1/27/2012

All About IRAs 1/27/2012 An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to … Continue reading

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Can You Avoid a Layoff?

Can You Avoid a Layoff? You may be a dedicated employee who has worked for the same employer for many years, yet you still may be susceptible to getting laid off. Sometimes getting laid off is inevitable, but rarely does … Continue reading

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Market Week

Market Week: December 27, 2011 The Markets In-the-black Friday: Buoyed by good economic data and congressional reconciliation over extension of the payroll tax cut, the Standard & Poor’s 500 headed into the Christmas weekend with a gift for investors–its return … Continue reading

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Distribution Funds: Putting Income on Autopilot December 19, 2011

Distribution Funds: Putting Income on Autopilot                                     December 19, 2011   As baby boomers retire, they begin to focus less on accumulating assets and more on how those assets can be converted into an ongoing stream of income. Distribution funds are … Continue reading

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Financial Planning–Helping You See the Big Picture

  Financial Planning–Helping You See the Big Picture 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 … Continue reading

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WEEKLY ECONOMIC UPDATE 12-12-2011

John Jastremski Presents:   WEEKLY ECONOMIC UPDATE   December 12, 2011   CONSUMERS FEEL BETTER IN EARLY DECEMBER December’s initial University of Michigan consumer sentiment index is in, and the reading of 67.7 represents a six-month high. This is a … Continue reading

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WEEKLY ECONOMIC UPDATE 12-05-2011

John Jastremski Presents: WEEKLY ECONOMIC UPDATE       WEEKLY QUOTE   “A lie can travel halfway around the world while the truth is putting on its shoes.” – Charles Spurgeon     WEEKLY TIP   Dropping a landline and just using … Continue reading

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Health-Care Reform Changes Affecting Seniors

Health-Care Reform Changes Affecting Seniors Health-care reform legislation, enacted in 2010, contains some provisions that directly affect our nation’s elder population. If you’re a retiree or a senior, you may be concerned about how these reforms may affect your access … Continue reading

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