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Protecting Your Loved Ones with Life Insurance. By John Jastremski

How much life insurance do you need?

Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. 1,335 more words

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Investing as a Couple: Getting to Yes -by John Jastremski

In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. 1,379 more words

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Inflation-Fighting TIPS -by John Jastremski

It’s easy to see how inflation affects your daily life. Gas prices are higher. Electric bills are steeper. Wallets are thinner. But what inflation does to your investments isn’t always as obvious. 1,428 more words

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Protecting Your Savings and Investments -by John Jastremski

In the wake of turbulence in the financial markets, it’s worth reviewing the legal protections available for assets held by banks, credit unions, and securities dealers. 1,261 more words

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Distribution Funds: Putting Income on Autopilot -by John Jastremski

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. 1,418 more words

Financial Planning

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

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 a good time to do so. 1,510 more words

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Net Unrealized Appreciation: The Untold Story -by John Jastremski

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 an unfortunately complicated name. 1,476 more words

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