Blog Archives

The Opt-Out 401(k)

Posted on December 14, 2010 by petillo — No Comments ↓

Middle men and women have positioned themselves in a tough spot. Not only do they have to convince people on either side of the equation that they are worth the cost, they have to fend off criticism while deflecting the…

Tagged with: 401(k) fees, advisers, advisors, commissions, fiduciary, free financial advice, investments, retire plan, retirement, trust
Posted in 401k, commentary, financial planning, Repercussions: A Retirement Review, Retirement Planning Target 2025

Financial Advice is Never Free

Posted on November 1, 2010 by petillo — No Comments ↓

All of us has done it at one time or another. In the course of conversation in a social setting, we discover an expert. It might someone versed in medicine or law or even home improvements. We ask them, sometimes…

Tagged with: 401(k) fees, advisers, advisors, commissions, fiduciary, free financial advice, investments, retire plan, retirement, trust
Posted in financial planning, personal finance, Repercussions: A Retirement Review, Retirement Planning Target 2025

Women, Business, Retirement Planning and Fiduciary Responsibility

Posted on September 12, 2010 by petillo — 1 Comment ↓

Fiduciary responsibility is nothing but trouble for most business owners who have a 401(k) plan in place. It is no more so for men owners than it is for women. But considering some of the additional hurdles women need to…

Tagged with: 401k, advisors, annuities, ERISA, financial decisions and women, insurance, investments, IRA, mutual funds, retirement plans, widows, women and business, women and retirement
Posted in 401k, financial planning, personal finance, Profitable Investments, Retirement Planning Target 2025, women and business, women and finances, women and retirement