Monthly Archives: May 2010

Retirement Adversaries

Posted on May 31, 2010 by petillo — No Comments ↓

The odds are against us. But somehow, we seem okay with this. We seek retirement or at least profess we do, often making it seem like some scalable mountain we are in training to ascend. Advice on how to do…

Tagged with: adversaries, budget, diversify, investing early, investments, odds of retiring, retire plan, retirement, wall street
Posted in Repercussions: A Retirement Review

Mutual Fund Performance: How Do You Know For Sure?

Posted on May 30, 2010 by petillo — No Comments ↓

Meg Green of the Miami Herald fielded a question about mutual fund performance from a 62-year-old retiree. His question is often asked by current investors, soon-to-be retirees and current retirees and those of who write about this topic always struggle…

Tagged with: 401ks, comparison, investment style, investments, iras, mutual funds, performance, retirees, retirement plans
Posted in 401k, Mutual Fund Investing, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025

Women, Wealth Management, and Living Within Their Means

Posted on May 29, 2010 by petillo — No Comments ↓

Once someone, man or women reaches a level of financial independence, the approach that they take to money changes. But can the same be said for those whose independence is threatened each day by potential job loss, health issues or…

Tagged with: 401k, affluent women, financial independence for women, living with means, wealth management, women and money management
Posted in 401k, women and retirement