Tag Archives: Workshops

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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Lump Sum vs. Dollar Cost Averaging: Which Is Better?

Lump Sum vs. Dollar Cost Averaging: Which Is Better?       Some people go swimming by diving into the pool; others prefer to edge into the water gradually, especially if the water’s cold. A decision about putting money into an investment can … Continue reading

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Paying the Bills: Potential Sources of Retirement Income

According to the Social Security Administration, more than 70% of Americans choose to take early Social Security benefits rather than wait until full retirement age. Planning your retirement income is like putting together a puzzle with many different pieces. One … Continue reading

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How Grandparents Can Help Grandchildren with College Costs 11/12/2011

How Grandparents Can Help Grandchildren with College Costs  11/12/2011   As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went … Continue reading

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WOMEN & RETIREMENT PERCEPTIONS 11/10/2011

WOMEN & RETIREMENT PERCEPTIONS 11/10/2011   Will the reality of retirement live up to expectations? Presented by John Jastremski   In January 2011, Merrill Lynch released the results of a survey asking baby boomers with $250,000+ in investable assets about … Continue reading

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Annuities and Retirement Planning

You may have heard that IRAs and employer-sponsored plans (e.g., 401(k)s) are the best ways to invest for retirement. That’s true for many people, but what if you’ve maxed out your contributions to those accounts and want to save more? … Continue reading

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Understanding IRAs

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, … Continue reading

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Saving for Retirement

Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and so on, most people don’t even know where to begin. … Continue reading

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STOCKS IN THE FOURTH QUARTER

Can the last quarter of 2011 live up to historical averages?  Presented by «John Jastremski»  Is a rally ahead? You may have heard that stocks tend to do well in the fourth quarter. History affirms that perception: while past performance … Continue reading

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