Financial Intel Monthly

Caterpillar Lunch Workshop!

Understanding Probate

The Tax Benefits of Retirement Plan Participation

Tax Planning for Income

Are Soaring Health-Care Costs Hurting The U.S. Economy?

Lawsuits: What Every Driver Needs to Know

Rising Rates: The Fed Takes Next Step Toward Normal

Debt Consolidation

Funding a Business

The 1% Difference Part 2: Striving for Higher Returns

How Safe Is That New Car?

Market Month: November 2019

The 1% Difference Part 1: Increasing Your Retirement Plan Contributions

Market Week: December 2, 2019

Benefit Plans for Small Businesses

Federal Income Tax Basics

529 Plans vs. Other College Savings Options

How Much Homeowners Insurance Coverage Should You Have?

IRS List of Possible Tax Scams to Watch Out For

Variable Life Insurance

Health Insurance and COBRA: Sometimes You Can Take It with You

Should You Sell When the Market Drops?

Choosing an Entity for Your Business

Understanding Your Business Owners Policy

Inflation: The Sneaky Thief

Selling a Home

529 Plans vs. Coverdell Education Savings Accounts

How Pre-Tax Contributions Affect Your Paycheck

How Much Auto Insurance Coverage Do You Need?

Market Week: November 25, 2019

GAP Insurance

Tax Reform: Changes for Businesses

Tax Tips: Homeowners Insurance

Flood Insurance

Leaving Your Employer Don't Forget Your Retirement Savings Plan

How Much Life Insurance Do You Need?

AT&T Lunch Workshop!

Disability Income Insurance for Business Owners

AT&T Lunch Workshop!

The Market's Wild Ride

Refinancing Your Mortgage

AT&T Conference Call!

529 Lesson Plan: High Scores for 529 Plans

How Can I Extend My Liability Coverage?

Low Volatility Calm Before the Storm

Filling an Auto Insurance Claim

Market Week: November 18, 2019

AT&T Conference Call!

Tax Planning Tips: Disability Insurance

Universal Life Insurance

Client Appreciation Dinner!

Client Appreciation Dinner!

Kaiser Permanente Lunch Workshop!

Lunch Workshop!

Filing a Homeowners Insurance Claim

Three Factors to Consider When Investing for Retirement

Choosing a Beneficiary for Your IRA or 401(k)

Don't Bank Your Retirement on Your Business

Social Security: When Should You Start Receiving Retirement Benefits

Insuring a New Home During Construction

Funding a Buy-Sell Agreement with Life Insurance

Why Participate in Your Employer's Retirement Savings Plan

Understanding IRAs

Can You Avoid a Layoff?

Full Employment What Happens Now

Market Week: November 11, 2019

The College Application Process

401k Fee Disclosure

Insuring a Condo or Co-Op

Tapping the Equity in Your Home

Are Your Investment Decisions Influenced By Emotions

Manufacturing Slowdown: What Does It Mean for the Economy?

Trust Basics

U.S. Economy Caps Off Decade of Growth

What Employers Need to Know about Workers' Compensation Insurance

The Sandwich Generation: Caught in the Middle

Retirement Income Investing: Beyond Annuities

Umbrella Liability Insurance

Market Week: November 4, 2019

Market Month: October 2019

It Isn’t Too Late to Save for Retirement

The Habit

Earthquake Insurance

Dealing with the Damage: The Auto Repair Process

Life Insurance: Do You Need It?

Professional Liability Coverage

Coping with Medical Bills

Offering Group Disability Insurance

Helping Your Child Make the Transition from High School to College

Life Insurance and Terminal Illness

Complimentary Dinner Workshop!

Complimentary Dinner Workshop!

Caterpillar Lunch Workshop!

Merck Lunch Workshop!

Business Liability Insurance Basics

Do You Need Crime Insurance?

Market Week: October 28, 2019

Buying a Home Both You and Your Insurer Will Love

ABCs of Financial Aid

Tax Planning Tips: Auto Insurance

Types of Life Insurance Policies

Life Insurance and Estate Planning

Archer Medical Savings Accounts

Working With a Financial Advisor

Disability Income Insurance for the Self-Employed

Paying for Graduate School

Buying a Car

Why Insure Your Business?

Wills: The Cornerstone of Your Estate Plan

Term Life Insurance

Applying for a Mortgage

Commercial General Liability (CGL)

Repaying Your Student Loans

Merck Conference Call!

Tax Planning Tips: Life Insurance

Government-Sponsored Disability Insurance Programs

Business Interruption Insurance

Choosing an Insurance Provider

ABCs of Auto Insurance

How Student Loans Impact Your Credit

Receiving Unemployment Benefits

529 Plans and Financial Aid Eligibility

Auto Accident Checklist

Help! I Can't Pay My Tax Bill

Dealing with Divorce

Business Automobile Insurance Basics

Fundamental Concepts for New Investors

Medicaid and the Principal Residence

Bypassing Probate

Sticker Shock: Creative Ways to Lower the Cost of College

Quarterly 3 Market Review 2019

How Will I Manage to Send My Child to College?

Health Insurance for the Self-Employed

Group Term Life Insurance

Group Health Insurance: A Valued Employee Benefit

Insuring Your Home Business

Advantages and Disadvantages of Self-Employment

Life Insurance for Business Owners

Health-Care Reform: Considerations for Employers

Record Keeping for Your Own Business

Properly Insuring Your Business

Hiring Your First Employee

Getting Started: Establishing a Financial Safety Net

Merging Your Money When You Marry

Education Tax Credits

Tax Planning for the Self-Employed

Annuity Living Benefits

Finding and Working with an Insurance Agent or Broker

Credit Traps for the Unwary

Tax-Advantaged Ways to Save for College

10 Terms Every Investor Should Know

Asset Allocation

Dollar Cost Averaging

Investing for Major Financial Goals

Market Week: September 16th 2019

401(k) Plans: The Basics

What to Do after You've Been Automatically Enrolled in Your Company's Retirement Plan

Setting a Retirement Savings Goal

Understanding Individual 401(k) Plans

Funding a Buy-Sell Agreement with Disability Insurance

Closing a Retirement Income Gap

Health-Care Reform: Considerations for Seniors

Medicaid and Nursing Home Care

Coordinating Long-Term Care Insurance with Government Benefits

What Is a Traditional IRA?

Shopping for an Annuity

Understanding Defined Benefit Plans

Six Keys to More Sucessful Investing

Understanding Risk

Life Insurance Basics

Sudden Wealth

Trust Basics

Investing in Bonds

Investing in Stocks

San Antonio Seminar for *AT&T Employees

The Woodlands Seminar

Austin Seminar for *AT&T Employees

Hawthorne Seminar

Rahway Seminar for *Merck Employees

Midland Seminar for *Chevron Employees

Peoria Seminar for *Caterpillar Employees

Point Richmond Seminar for *Chevron Employees

Taxation of Investments

Income Tax Tips: Business Insurance

Income Tax Planning and 529 Plans

Understanding IRA's

Mutual Fund Basics

Tax Planning for Annuities

Taking Advantage of Employer-Sponsored Retirement Plans

Social Security Retirement Benefits

Am I Having Enough Withheld ?

Housing Options for Older Individuals

Health Insurance in Retirement

Your Home as a Source of Dollars in Retirement

Business Overhead Expense Insurance

Immediate vs. Deferred Annuities

Understanding Social Security

Evaluating an Early Retirement Offer

401 (k) Plan Fees

403(b) Plans: The Basics

Life Insurance for the Self-Employed

Transferring Your Family Business

Unforgettable Birthdays

401(k) In-Plan Roth Conversions

Split Dollar Insurance Plans

Social Security Survivor Benefits

Money Purchase Pension Plans

Key Employee Life and Disability Insurance

Austin Seminar for *AT&T Employees

Financial Planning--Helping You See the Big Picture

Rahway Seminar for *Merck Employees

Dallas Seminar for *AT&T Employees

Hawthorne Complimentary Lunch

High-Income Individuals Face New Medicare-Related Taxes

Tax Benefits of Home Ownership

Health-Care Reform: Tax Changes for Individuals

Gift and Estate Taxes

Understanding Defined Benefit Plans

Odessa Client Appreciation Dinner

Understanding Social Security

The Woodlands Complimentary Lunch

Houston Complimentary Lunch

San Ramon Complimentary Lunch

Income Tax Planning and 529 Plans

If Long-Term Care Insurance Isn't for You: Other Options

What to Do after You’ve Been Automatically Enrolled in Your Company’s Retirement Plan

Understanding Long-Term Care Insurance

The Roth 401 (k)

Shopping for an Annuity

Saving for Retirement and a Child's Education at the Same Time

Medicare

Life Insurance at Various Life Stages

Investing for Major Financial Goals

Insurance Needs in Retirement

Health Insurance in Retirement

Evaluating an Early Retirement Offer

Estimating Your Retirement Income Needs

Deciding What to Do with Your 401(k) Plan When You Change Jobs

Closing a Retirement Income Gap

Choosing a Beneficiary for Your IRA

Buying Supplemental Health Insurance: Medigap

Borrowing or Withdrawing Money from 401 (k) Plan

Annuities and Retirement Planning

Annuity Basics

Cash Value Life Insurance

Hawthorne Seminar

Peoria Seminar for *CAT employees

San Antonio Seminar for *AT&T Employees

Dallas Seminar for *AT&T Employees

Weekly Conference Call

Houston Seminar for *AT&T Employees

Peoria Seminar for *CAT Employees

*AT&T Fri Conference Call

Teaching Your Teen about Money

Teaching Your College-Age Child about Money

Teaching Your Child about Money

Establishing a Budget

529 College Savings Plans

Understanding the Net Investment Income Tax

Nonprofit Boards: New Challenges and Responsibilities

The Roth 403(b)

Women and Money: Taking Control of Your Finances.

Common Factors Affecting Retirement Income

The 1% Difference Part One: Increasing Your Retirement Plan Contributions

Life Insurance Basics

Investment Planning: The Basics

Women: Planning for the Financial Impact of Children

Where to Get Health Insurance

Types of Insurance

Traditional Whole Life Insurance

The Sandwich Generation: Juggling Family Responsibilities

Tax Tips: Health Insurance

POS Plans

Investing in Stocks

Insuring Your Vacation Home

Health Insurance for Travelers

Finding Money to Pay College Bills Out of Pocket

Driving Defensively at Any Age

Designating a Beneficiary for Life Insurance

Contemplating Bankruptcy

Are You Covered If . . . ?

Variable Annuities

Tax Tips: Long-Term Care Insurance

Should You Self-Insure Your Business?

Opening the Door to Homeowners Insurance

Life Insurance and Charitable Giving

HMOs and PPOs: What's the Difference?

Deciding What to Do with Your 401(k) Plan When You Change Jobs

Buying a New Car? Asking These Questions Might Save You Money on Your Auto Insurance

INHERITING AN IRA

Buying Short-Term Health Insurance

Inflation-Fighting TIP

Estate Planning: An Introduction

Creating an Investment Portfolio

Asset Protection in Estate Planning

Client Appreciation Dinner

Client Appreciation Dinner

Complimentary Lunch Workshop for *AT&T Employees

Conducting a Home Inventory

Establishing a budget

Evaluating a Job Offer

Evaluating an Early Retirement Offer

Travel Insurance

Complimentary Lunch Workshop for *Caterpillar employees

Complimentary Lunch Workshop for *AT&T Employees

Complimentary Dinner Workshop

Client Appreciation Dinner

Complimentary Dinner Workshop

Rental Car Insurance

Insurance Tips for Business Travelers

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

The ABCs of Mutual Fund Share Classes

Debunking a Few Popular Retirement Myths.

Reverse Split Dollar Life Insurance

The Ultimate Safe Money Guide

The Retirement Group | 800-900-5867 | AN OVERVIEW OF SIMPLE 401(k)s

Getting Help from a Financial Professional

INHERITING AN IRA

Retirement Plan Considerations at Different Stages of Life

Wise Decisions with Retirement in Mind Certain financial & lifestyle choices may lead you toward a better future.

Distribution Funds: Putting Income on Autopilot

Health Insurance for Travelers

Accidental Death and Dismemberment Insurance

These are the words that make investors irrational

Money & Taxes After Marriage

Saving for Retirement.

Five Keys to Investing for Retirement

Six Tips to Ease Your Transition from The Military

Investing as a Couple: Getting to Yes

Retirement Plans for Small Businesses

Working During Retirement

What Do Long-Term Care Insurance Policies Cover?

Getting Financially Fit for Retirement at 50

6 Steps to Get Out of Debt.

Understanding Your Credit Report

Are You Underprepared for Retirement?

Are Your Children Financially Literate?

THE 2 Biggest retirement misconceptions.

Choosing a Credit Card

Top Year-End Investment Tips

Leaving your Employer? Don't Forget Your Retirement Savings Plan

Don't Let Your Retirement Savings Goal Get You Down

Women: Planning for the Financial Impact of Children

A Retirement Income Roadmap for Women.

Taking Taxes Into Account When Saving & Investing

Bonds, Interest Rates, and the Impact of Inflation.

Tips for Retirement

Common Stock vs. Preferred Stock

Common Factors Affecting Retirement Income

3 Factors to Consider When Investing for Retirement

Why Participate in Your Employer's Retirement Savings Plan?

Medicaid Planning Basics

College Net Price Calculators

Pay Down Debt or Save for Retirement?

Organizing Your Finances When Your Spouse Has Died

How to Be A Better Investor

IRS List of Possible Tax Scams to Look Out for

How Long Will it Take to Double Your Money? The Rule of 72

Inflation: The Sneaky Thief

Retirement Savings Challenges for Women

The Retirement Income Gender Gap: Dealing with a Shortfall

How Pre-Tax Contributions Affect Your Paycheck

Choosing an Income Tax Filing Status

IRS List of Possible Tax Scams to Watch For

Growth vs. Value: What's the Difference?

Socially Responsible Investing

Digital Deception: Current Trends in CyberCrime

Should You Sell When the Market Drops?

Municipal Bond Basics

Caring for Your Aging Parents

Nonqualified Deferred Compensation (NQDC) Plans

Getting Money Out of Your 401(k) or 403(b) Plan

Concentrated Stock Positions: Considerations and Strategies

Handling Market Volatility

Handling a Dispute with Your Insurance Company

Retirement Planning With Health Care Expenses in Mind.

Agreeing about what you want from retirement is crucial

Protecting Your Loved Ones with Life Insurance.

Complimentary Lunch Workshop

Complimentary Lunch Workshop for *AT&T Employees

Complimentary Lunch Workshop for *AT&T Employees

Complimentary Lunch Workshop for *AT&T Employees

Complimentary Lunch Workshop for *Caterpillar employees

Financial Planning: Helping You See the Future

What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½?

Six Reasons to Work with a Financial Professional

Retirement Planning: The Basics

Automating the American Workforce

The Major Retirement Planning Mistakes

Investing In Bonds

How Much Auto Insurance Do you Need?

Changing Jobs? Take Your 401(k) and Roll It

Rollovers

Net Unrealized Appreciation: The Untold Story

4 Money Mistakes You Might Be Making

3 Benefits of Dollar-Cost Averaging

The Latte Habit

Financial Perspective: Understanding the Unique Challenges Faced by Women

Full Employment: What Happens Now?

Holding Equities for the Long Term: Time Versus Timing

Indexed Annuities

The Markets Wild Ride

Women & Money Paralysis. Not making a move may not be the best move to make.

Sequence of Returns: Preparing for Bear Markets

What Rising Interest Rates could mean for your Money

High Expense Ratios Drag on Returns

Cash as an Asset

8 Tenets of Choosing a Mutual Fund

The 4% Withdrawal Rule

Working During Retirement.

Consider Now Roth IRA Conversions

Financial PTSD

A Savings Carol

Should a flattening yield curve scare retirees?

Value Investing Strategy

Factors to consider when investing

Closing a Retirement Income Gap

Active vs Passive Investing

Trade Terriffs

Couples Retiring on the Same Page.

Take a Closer Look at Target Date Funds

Major Medical Advancements in The Last Decade

4 Key Estate Planning Documents Everyone Should Consider

3 Phases of Business Continuation Planning

Are Soaring Health Care Costs Hurting the Economy?

Social Security and Medicare Update

Are Your Investment Decisions Influenced by Your Emotions?

The Basics of Social Security Retirement Benefits

Stocks and Stocks Mutual Funds

The Pros and Cons of a Big Tax Refund

Complimentary Lunch Workshop for *AT&T Employees

Tax Reform: Changes for Individuals

Tax Reform: Change for Buisnesses

The 3 Phases of Business Continuation Planning

Is the Tech Sector Dominating Your Portfolio

Wage Growth- Watching for a Tipping Point

Should You Retire Now, Or Later?

Getting It All Together for Retirement.

Funding a Buy-Sell Agreement with Life Insurance

Active vs. Passive Portfolio Management

Lump-Sum Distribution from Inherited IRAs and Retirement Plans. What is it?

Personal Residence Issues in Retirement

Should You Put Your Home Into a Trust? The arguments for & against this estate planning decision

Starting or Buying a Business

100 Questions Every First-Time Home Buyer Should Ask

Complimentary Lunch Workshop for *Verizon employees

Complimentary Lunch Workshop for *Chevron employees

Complimentary Lunch Workshop for *PGE employees

Complimentary Lunch Workshop for *Bank of America Employees

Complimentary Lunch Workshop for *Caterpillar employees

Complimentary Lunch Workshops for Merck* Employees

Complimentary Lunch Workshop for *Kaiser Permanente employees

Complimentary Lunch Workshop for *PGE employees

Complimentary Lunch Workshop

Complimentary Lunch Workshops for *GlaxoSmithKline employees

Complimentary Dinner Workshop for *AT&T Employees

Complimentary Dinner Workshop

Complimentary Lunch Workshop

Complimentary Lunch Workshop for *AT&T employees

Complimentary Dinner Workshop

Complimentary Lunch Workshops for Merck* employees

Complimentary Dinner Workshop for *Lockheed Martin employees

Complimentary Lunch Workshop for *Bank of America Employees

Is 70 the New 65?

Complimentary Dinner Workshop

Complimentary Lunch Workshop for *ConocoPhillips employees

Complimentary Lunch or Dinner Workshops for *AT&T employees

Complimentary Lunch Workshop for *AT&T Employees

Complimentary Dinner Workshop

Complimentary Lunch Workshop for *PGE employees

Complimentary Lunch Workshop for *AT&T Employees

Complimentary Lunch Workshops for Merck* employees

Complimentary Lunch Workshops for *GlaxoSmithKline employees

Complimentary Lunch Workshop for *Chevron employees

Complimentary Dinner Workshop for *AT&T Employees

Complimentary Lunch Workshop for *Caterpillar employees

Complimentary Lunch Workshop for *Kaiser Permanente employees

Complimentary Lunch Workshops for *Chevron employees

Complimentary Lunch Workshop

Complimentary Dinner Workshop

Complimentary Lunch Workshop for *Caterpillar employees

Complimentary Lunch Workshop for *PGE employees

Rising Rates: The Feds Take the Next Step Towards Normal

Going Public: Investing in IPOs

Low Volatility: The Calm Before the Storm?

Life Insurance and Charitable Giving

First-Time Homebuyer Tax Credit

Bonds and Bonds Mutual Funds

Brexit: Update for Investors

Trusteed IRAs

Reaching Retirement: Now What?

Medicare Prescription Drug Coverage

The Roth 401(k)

Setting and Targeting Investment Goals

Nonprofit Boards: New Challenges and Responsibilities

Medical Professionals: A Prescription for Your Financial Health

Comparing Bond Yields

Balancing Your Investment Choices with Asset Allocation

Qualified Longevity Annuity Contracts: Income for Later in Life

Planning Lessons for Educators: Addressing Your Financial Issues

The Individual 401(k)

The Joys and Financial Challenges of Parenthood -

The Power of Dividends in a Portfolio

Disaster Preparedness for Businesses

Do Our Biases Affect Our Financial Choices?

Why Save for Retirement?

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

Women and Retirement Planning.

Why Women Need Life Insurance.

Variable Annuities.

The Tax Benefits of Your Retirement Savings Plan

Saving for College

Risk Management and Your Retirement Savings Plan

In-Service Withdrawals from 401(k) Plans

Immediate Annuities Can Provide Lifetime Income

How Much Annual Income Can Your Retirement Portfolio Provide?

Health Savings Accounts: Are They Just What the Doctor Ordered?

Have You Checked Your Retirement Plan Lately?

Common Annuity Riders.

After the Military: Tips for Your Financial Transition to Civilian Life

Converting Savings to Retirement Income

The ABCs of Mutual Fund Share Classes

Exchange-Traded Funds: Do They Belong in Your Portfolio?

Separately Managed Accounts: Tailored to Suit You.

Safe Harbor 401(k) Plans

Weighing the Choice between Taxable and Tax-Free Bonds

Monte Carlo Analysis

The Traits of a Good Investor and How Women Can Make the Most of Them

Beyond Traditional Asset Classes: Exploring Alternatives

Use Your Annuity to Pay for Long-Term Care Insurance

Active vs. Passive Portfolio Management

Why I Don't Want to Buy Life Insurance

Is America Prepared to Retire?

Staying on Track with Your Retirement Investments

Self-Directed IRAs

Retirement Income Investing: Beyond Annuities

Riding Out This Volatile Market

What Does the Devalued Yuan Mean for the U.S.?

At Last, a Greek Debt Deal.

Retirement Planning Can Start with an IRA

Should You Pay Off Your Mortgage or Invest? By John Jastremski

China’s Chaotic Market

Another Glitch Hits Wall Street

Monitoring Your Portfolio

Getting Help from a Financial Professional

The Difference Between Good & Bad Debt

The New Gradual Retirement

Social Security Survivor Benefits

Taking a Loan from Your Retirement Plan = Bad Idea.

Understanding Bond Yields and the Yield Curve.

Long-Term Investment Truths

Protecting Yourself Against Cyberattacks

How Women Are Planning Their Financial Futures

Investing as a Couple: Getting to Yes

The Strong Dollar: Good or Bad

The Fine Art of Flexible Estate Planning (Updated 2015). By John Jastremski

When a Minor is a Beneficiary

Are Your Kids Delaying Your Retirement?

4 Money Blunders That Could Leave You Poorer.

Should you buy the dips

Medical Professionals: A Prescription for Your Financial Health

Pay Down Debt or Save for Retirement

Bitcoin: Fad or the Future

The Joys and Financial Challenges of Parenthood

Inflation-Fighting TIPS

Guarding Against Identity Theft

Why Well-Diversified Portfolios Have Lagged the S&P

Getting Your Household Cash Flow Back Under Control

The Value of Double-Checking Your Retirement Strategy

Tax Efficiency in Retirement

Will Baby Boomers Ever Truly Retire?

Rehearsing for Retirement

Reining in Your Debt. By John Jastremski

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

Signs of Elder Abuse

Counting on Your Husband's Retirement Income?

Unit Investment Trusts

Protecting Your Savings and Investments

Common Factors Affecting Retirement Income

How Is Health Care Reform Affecting the Federal Deficit?

Avoiding the Common 1040 Mistakes.

Taking Taxes Into Account When Saving & Investing. By John Jastremski

Cash Flow Management

The Strong Dollar: Good or Bad?

The Top 12 Tax Frauds

Bitcoin: Fad or the Future?

Debunking a Few Popular Retirement Myths

IRS Raises Retirement Plan Contribution Limits. By John Jastremski

Social Security Survivor Benefits

Common Deductions Taxpayers Overlook

2015 IRA Deadlines Are Approaching. By John Jastremski

The Importance of TOD & JTWROS Designations

2015: A Time for Patience. By John Jastremski

Understanding Your Risk Tolerance

Four Words You Shouldn’t Believe

The Advantages of HSAs

Should You Buy the Dips?

The Tax Benefits of Retirement Plan Participation

Distribution Funds: Putting Income on Autopilot

Getting It All Together for Retirement

Should You Retire Now, Or Later?

Investing as a Couple: Getting to Yes

Guarding Against Identity Theft

Getting Your Household Cash Flow Back Under Control

What’s Your Financial Health Score

Yes, Young Growing Families Can Save & Invest

Wise Decisions with Retirement in Mind

Bitcoin: Fad or the Future?

How Is Health Care Reform Affecting the Federal Deficit

The Market Is Up & I Am Not ... Why?

Understanding Your Risk Tolerance.

Gauging Your Financial Well-Being.

Financial Considerations for 2015. By John Jastremski

Less Protection for Inherited IRAs.

Should You Buy the Dips

The Importance of TOD & JTWROS Designations

Monitoring Your Portfolio

Lump-Sum Distribution from Inherited IRAs and Retirement Plans. What is it? By John Jastremski

6 Steps to Get Out of Debt

It Isn’t Too Late to Save for Retirement

Rising Interest Rates

Women, Longevity Risk & Retirement Saving

Coping With College Loans. Paying them down, managing their financial impact

Health Savings Accounts offer you tax breaks & more

Getting It All Together for Retirement. Time to organize and centralize your documents

If you’re 40 or 50 and haven’t begun, you must make the effort

The Right Beneficiary (Updated 2014) by John Jastremski

Roth & traditional IRAs won’t get 2015 COLAs, but other plans will by John Jastremski

Some analysts think it is helping reduce the deficit; but others wholeheartedly disagree

The year is coming to a close. Have you thought about these financial ideas yet? by John Jastremski

Market retreats & corrections may herald opportunities

A hugely volatile week concludes. What’s next as earnings season gets underway? by John Jastremski

Tax & Financial Concerns for Same-Sex Marriages

After QE3 Ends by John Jastremski

They are no longer exempt from creditors & bankruptcy proceedings

Debunking a Few Popular Retirement Myths

Wise Decisions with Retirement in Mind. Certain financial & lifestyle choices may lead you toward a better future

Economists aren’t alarmed. Investors shouldn’t be either

While the idea of retirement has changed, certain financial assumptions haven’t. THE 2 Biggest retirement misconceptions.

The Economy Heads for Normal. A look at the fundamentals affirms the hunch.

6 Methods to Get Out of Debt

Not making a move may not be the best move to make. Stop Having Money Paralysis

The IRS Announces New IRA Rollover Limitation

Politics aside, how could coverage improve for you & your loved ones?

Bearish Thoughts Persist in a Bull Market Are memories of the downturn hurting the financial potential of boomers?

Should You Put Your Home Into a Trust?

Financial Considerations for 2014

Understanding the Markets: What the acronyms signify & what affects investors by John Jastremski.

Rising Interest Rates

Why the Poor Q1 GDP Is No Big Deal. By John Jastremski

Should You Make a Child Your IRA Beneficiary?

A Primer for Estate Planning

How LTC Insurance Can Help Protect Your Assets

Coping With College Loans

Guarding Against Identity Theft

Where Did Inflation Go?

Entering the Yellen Years

Women, Longevity Risk & Retirement Saving

Bearish Thoughts Persist in a Bull Market. By John Jastremski

The Economy Heads for Normal

Should You Reduce Risk Exposure As You Get Older

The Importance of TOD & JTWROS Designations. A convenient move that could ward off probate on your accounts

Understanding the Markets: What the acronyms signify & what affects investors

Cash Flow Management. An under-appreciated fundamental in financial planning

Where is everything? Time to organize and centralize your documents. Getting it all together for Retirement

Guarding Against Identity Theft

72(t) Distributions

Throwing Out the 4% Rule This 1990s retirement planning principle seems questionable today

Bearish Thoughts Persist in a Bull Market

Ideas for Your 2013 Tax Refund. What could that money do for you? by John Jastremski

Decisions with Retirement in Mind

Organizing Your Paperwork for Tax Season

Save for retirement consistently, regardless of how the market behaves

Here is what you need to know for 2014 By John Jastremski

What the acronyms signify & what affects investors

Getting It All Together for Retirement. Where is everything? Time to organize and centralize your documents.

Bearish Thoughts Persist in a Bull Market. Are memories of the downturn hurting the financial potential of boomers?

Why 2014 May Be a Very Good Year by John Jastremski

Looking Back at 2013. How good a year was it for the economy? Statistics tell the tale. By John Jastremski

IRS Retirement Plan Adjustments for 2014 By John Jastremski

Which Tax Provisions Will Expire in 2014? By John Jastremski

Your Annual Financial To Do List 2014

Getting It Together for Retirement

Why You Should Keep Contributing to Your 401k

A Debt Deal Emerges

A look at the economist newly nominated to lead the Federal Reserve

RMD Options & Precautions

401(k) Company Sponsors Cannot Ignore Fiduciary Duty

Social Security Retirement Benefits

Use of Cash Flow Analysis in Creating Your Budget

Claiming Social Security

Funding Your Future with a Fixed Annuity

Planning for Social Security

Financial Responsibilities of a Caregiver

Tax Planning

IN-SERVICE 401(k) WITHDRAWALS & INCOME PLANNING

Dealing with a Layoff

OPTIONS FOR TAKING MONEY OUT OF A ROTH

THE RIGHT BENEFICIARY by John Jastremski

USING A SELF-DIRECTED IRA TO BUY REAL ESTATE

FIXED INDEXED ANNUITIES

THE VALUE OF A FEE-BASED ADVISOR by John Jastremski

The Golden Handshake

THE GROWING POPULARITY OF ETFs

THE “I’LL NEVER NEED IT” INSURANCE

IS YOUR ADVISOR PROACTIVE? by John Jastremski

FIVE SAVINGS SECRETS

WHY YOU SHOULD WORK WITH A CFP®

INVESTING IN YOUR BELIEFS

BUT, I DON’T NEED ESTATE PLANNING … DO I?

THE CREATIVE WAY TO “MAXIMIZE” YOUR PENSION

THE NEED FOR POWER OF ATTORNEY

Pension Concerns After the Detroit Bankruptcy

How Much Health Care Reform Will We See By 2014? by John Jastremski

How to Make Retirement Savings Last

Should you Always Withdraw from IRAs Last?

Safety Tips for Online Shopping

Understanding the Markets

How to Build an Emergency Fund

401K Plans

Work in Retirement

Potential Sources of Retirement Income

Is Withdrawing From IRAs Last The Best Approach?

The Right Beneficiary

Retirement Savings Income: Beyond Annuities

Lump Sum Pension Payouts for Rollovers

NUA

Choosing an Entity for Your Business

Sudden Wealth

And Baby Makes Three

Term vs. Cash Value Life Insurance

How to Build an Emergency Fund

Creating a Budget for Retirement

Reaching Retirement -- Now What?

Tips for Retirement

How much Retirement Income will you need?

The Sequester Looms

The Right Beneficiary

Counting on Your Husband's Retirement Income? Three Things Women Should Know

IRA Rollovers

IRAs

Strategies for Coping with Market Volatility

Why work retirement?

How much retirement income will you really need?

Deciding When to Retire: When Timing Becomes Critical

Retirement Planning Key Numbers

All about IRAs

Guaranteed Lifetime Withdrawal Benefit Annuity Rider

Working During Retirement

Retirement Income Investing: Beyond Annuities

The Individual 401(k)

Reaching Retirement - Now What?

Self Directed IRAs

Rollovers

403(b) Plans

Annuities as an IRA Investment Option

401(k) Plans

Tax Planning for Income

What is an Annuity?

Inheriting an IRA or Employer-Sponsored Retirement Plan

The Split Annuity: Current Income Plus Future Savings

Home Mortgage Interest Deductions

Strategies for Cash Alternatives

Traditional Pension Plans

Repairing Poor Credit

Investment Tax Planning

Managing Expenses During the College Years

Financial Aid 101

Trust Basics 1/30/2012

Can You Avoid a Layoff?

Return of Premium Term Insurance: Reward for Living

Long-Term Care Annuities

Leaving a Legacy

The benefits of Tax-Advantaged Savings Vehicle

The Retirement Group Privacy Policy

Social Security: What Should You Do at Age 62? 1/6/2012

Income in Respect of a Decedent

Bonds, Interest Rates, and the Impact of Inflation

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

The Investment Tax Landscape: Countdown to 2013

Choosing Your State of Domicile

How Secure Is Social Security?

Annuities and Retirement Planning

U.S. Stock, Commodity, and Option Exchanges What are U.S. stock, commodity, and option exchanges? U.S. stock, commodity, and option exchanges are financial markets.

Understanding IRAs

College Board Releases New College Cost Figures

Disclaiming All or Part of an Inherited IRA or Retirement Plan What is it?

Estimating Your Retirement Income Needs

Tax Issues for U.S. Citizens Living Abroad Introduction

Establishing or Increasing a Cash Reserve 10/24/2011

Stretch IRAs

Timing Your Earnings in Retirement to Optimize Your Social Security Retirement Benefit

Distribution Funds: Putting Income on Autopilot

Determining Your Retirement Income Needs

Introduction to Retirement Planning 10-4-2011

All About IRAs

Social Security: What Should You Do at Age 62?

Considering an Offer to Retire Early: Should You Take It?

Flip Charitable Remainder Unitrust (Flip-CRUT)

Hope Credit

2503(c) Trusts for Education Savings

Durable Power of Attorney for Health Care/Health-Care Proxy

Professional Corporation (PC)

Auto Loans

C Corporation

Trusteed Cross Purchase Buy-Sell Agreement

Student Loan Interest Deduction

Living Trust

Crummey Trusts for Education Savings

Durable Power of Attorney: Protecting Your Property against Incapacity

Limited Liability Company (LLC)

Phantom Stock

Universal Life

Below-Market Executive Loans

Executive Bonus (Section 162) Plans

Family Limited Partnership: Estate Freeze Technique

Adjustable Life

Section 302 Stock Redemption Buy-Sell Agreement

Preferred Provider Organizations (PPOs)

Charitable Remainder Annuity Trust (CRAT)

Section 303 Stock Redemption Buy-Sell Agreement

Simplified Employee Pension (SEP)

Cross Purchase (Crisscross) Buy-Sell Agreement

Using Immediate Annuities for Medicaid Planning

The 4% Withdrawal Rule

Leasing a Car

Current Assumption Whole Life

Totten Trust: Will Substitutes

Bargain Sale as Charitable Gift

Residence Transfer Subject to Life Estate: Medicaid Planning

Recapitalization: Estate Freeze Techniques

Entity Purchase (Stock Redemption) Buy-Sell Agreement

Medicaid Planning: Residence Transfer in Trust

Miller Trusts

Married Filing Separately: Filing Status

Real Estate Mortgage Investment Conduits (REMICs)

Distributions from Traditional IRAs: After Age 70½

IS NOW THE TIME TO BUY?

Wills: The Cornerstone of Your Estate Plan

Lowering the Cost of Health Care

Understanding Your Homeowners Policy

Getting Started: Establishing a Financial Safety Net

Social Security Disability Benefits

Establishing a Budget

Understanding Your Credit Report

DEBT CONSOLIDATION

Understanding Individual 401(k) Plans

ABCs of Financial Aid

Research Tips When Choosing a College

HELPING YOUR CHILD MAKE THE TRANSITION FROM HIGH SCHOOL TO COLLEGE

Charitable Giving

Receiving Unemployment Benefits

AFTER THE DOWNGRADE

A TIME FOR PATIENCE

Tax-Deferred Annuities: Are They Right for You?

Tax Planning for Annuities

How to Save Money on Your Auto Insurance

Annuity Basics

Understanding Your Personal Automobile Policy

No-Fault Insurance

Who's Covered under Your Auto Insurance Policy?

The Budget Control Act of 2011

The Debt Ceiling and the Road Ahead

Choosing an Insurance Provider

Business Liability Insurance Basics

Do You Need Crime Insurance?

Insuring Your Personal Watercraft

Insuring Your Snowmobile and ATV

Key Employee Life and Disability Insurance

How Much Disability Income Insurance Should You Have?

Where to Get Disability Coverage

Comparing Disability Income Insurance Policies

Government-Sponsored Disability Insurance Programs

Buying Insurance: What Savvy Consumers Should Know

Lowering the Cost of Disability Insurance

Understanding Your Health Insurance Policy

Trends in Managed Care

Flood Insurance

Vision Care Insurance

THE BEST AND THE WORST

FINALLY, A DEBT DEAL GETS DONE

How Does Cash Value in a Life Insurance Policy Really Work?

Who Is Covered under Your Homeowners Policy?

Conducting a Home Inventory

Insuring a New Home During Construction

Universal Life Insurance

Evaluating a Job Offer

Insuring Your Valuables

Planning Ahead for Life Insurance Proceeds

Liability Insurance under Your Homeowners Policy

Teaching Your Teen about Money

Caring for Your Aging Parents

Understanding Waiting Periods

Life Insurance at Various Life Stages

WOMEN & RETIREMENT PERCEPTIONS

Dollar Cost Averaging

Retained Income Trusts

Reverse Section 303 Stock Redemption

Life Insurance Evaluation: Belth Yearly Rate of Return Method

The Fundamentals of Disability Insurance

Qualified Personal Residence Trust

Filing a Gift Tax Return

Filing an Estate Tax Return

Grantor Retained Income Trust (GRIT)

Spouse Returns To or Increases Hours at Work

Other Transfer Strategies and Considerations

Prepay Mortgage

A COMPROMISE.

Provided by The Retirement Group are IRA CHANGES FOR 2011

WHY YOU SHOULD KEEP CONTRIBUTING TO YOUR 401(k)

BUDGET CUTS & THE DEBT CEILING

WHAT EXACTLY IS WEALTH MANAGEMENT?

Family Planning from the Piggybank's Point of View

WHITE HOUSE PLANS TO WIND DOWN FANNIE AND FREDDIE

LOOKING AT THE NEW ESTATE TAX LAWS

Life Insurance at Various Life Stages

Social Security

The Transition into Retirement

IS INFLATION BACK?

Investment Planning throughout Retirement

Beneficiary Designations for Traditional IRAs and Retirement Plans

Distributions from Traditional IRAs: Between Ages 59½ and 70½

Annuity Distributions

Healthcare in Retirement

Electing Delayed Social Security Retirement Benefits

Grantor Retained Annuity Trust (GRAT)

Employer-Sponsored Retirement Plans for Education Savings

Reverse Mortgages

Retained Interest (Including Different Class)

Filing a Final Income Tax Return

Extending the Time to File Your Federal Income Tax Return

Death of a Family Member

6 STEPS TO GET OUT OF DEBT

Your Home as a Source of Dollars in Retirement

Grantor Retained Unitrust (GRUT)

THE BIG ESTATE PLANNING QUESTION OF 2011

Estimating Your Retirement Income Needs

Understanding Risk

Required Minimum Distributions

Evaluating an Early Retirement Offer

Real Estate Investment Trusts (REITs)

Closing a Retirement Income Gap

Annuities and Retirement Planning

Medicare

Tax-Deferred Annuities: Are They Right for You?

Buying Supplemental Health Insurance: Medigap

Choosing a Beneficiary for Your IRA or 401(k)

Health Insurance in Retirement

Social Security Retirement Benefits

Types of Life Insurance Policies

Understanding Your Business Owners Policy

Estate Planning: An Introduction

529 Plans vs. Coverdell Education Savings Accounts

Medicaid and Nursing Home Care

Travel Insurance

U.S. Savings Bonds: A U.S. Tradition

What Are Annuity Subaccounts?

Insuring a Manufactured Home

Using Life Insurance Riders to Pay for Long-Term Care

Properly Insuring Your Business

Can I Afford to Send My Child to College?

Facing the Possibility of Incapacity

Qualified and Nonqualified Annuities

Comparing Auto Insurance Policies

How Automobile Insurance Premiums Are Determined

Will Your Auto Insurance Premiums Go Up after an Auto Accident?

Lawsuits: What Every Driver Needs to Know

Insurance Tips for Business Travelers

Disability Income Insurance: Typical Policy Features

How Disability Income Insurance Policies Define Disability

Limitations, Exclusions, and Riders

Comparing Health Insurance Plans

Mental Health Benefits

Alternative Therapies

Health Insurance and Divorce

How to Save Money on Homeowners Insurance

Shopping for Homeowners Insurance

Winterizing Your Home

Financial Tips for Unmarried Couples

Comparing Life Insurance Policies

What to Do after You've Been Automatically Enrolled in Your Company's Retirement Plan

Buying a Home

Benefit Plans for Small Businesses

Cash Value Life Insurance

Offering Group Disability Insurance

Tax Planning Tips: Disability Insurance

Tax Planning Tips: Life Insurance

Mutual Fund Basics

529 Plans: The Ins and Outs of Contributions and Withdrawals

How Much Homeowners Insurance Coverage Should You Have?

Tapping the Equity in Your Home

Coping with Rising Prescription Costs

Insuring a Condo or Co-Op

Buying a Home Both You and Your Insurer Will Love

Trust Basics

Buying Supplemental Health Insurance: Medigap

Credit Traps for the Unwary

END-OF-THE-YEAR MONEY MOVES by The Retirement Group

ARE YOU STILL PRACTICING PATIENCE?

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