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Reining in Your Debt. By John Jastremski

Americans are spending freely again. That has a downside.

As the Great Recession faded, American household debt gradually decreased. In fact, it declined by $1 trillion between mid-2008 and mid-2014, according to the Federal Reserve.1… 746 more words

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Financial Planning: Helping You See the Big Picture. By John Jastremski

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 a price tag attached. 1,008 more words

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Which Financial Documents Should You Keep On File? … and for how long? By John Jastremski

You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. 1,131 more words

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Signs of Elder Abuse. By John Jastremski

Physical, mental & financial warning signals.

Is someone taking advantage of someone you love? June 15 is World Elder Abuse Prevention Day, a day to call attention to a crisis that may become even more common as baby boomers enter the “third acts” of their lives.1… 1,069 more words

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Are You Underprepared for Retirement? By John Jastremski

A university study serves as a wake-up call.

Financially speaking, how many Americans are truly on track to retire? A recently published white paper suggests that about half of us are approaching our “third acts” with faulty assumptions. 946 more words

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Counting on Your Husband's Retirement Income? By John Jastremski

Women face special challenges when planning for retirement. Women are more likely than men to work in part-time jobs that don’t qualify for a retirement plan. 1,771 more words

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Unit Investment Trusts. By John Jastremski

Despite offering certain distinct advantages for an investor, unit investment trusts (UITs) are not nearly as familiar to most people as, say, mutual funds. According to data compiled by the Investment Company Institute (ICI), in 2013 mutual funds held roughly 173 times as much money as all UITs did. 1,598 more words

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