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Is Your Retirement Plan Really Different?

The past several years have re-arranged how we think about retirement. The shift in the “dream” has been the subject of more than one news report on the state of where Boomers are and where their younger cohorts how to be one day. Yet, retirement is and always will be the same: a time when fixed income rules the budget.

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Posted in 401k, bonds, Boomers, debt, economics, mortgages, Paul Petillo, personal finance, Profitable Investments, Repercussions: A Retirement Review, risk, taxes, women and retirement

Retirement Planning: Is Your Plan to Retire Early on Track?

Yet dreaming of retirement, as singular as a fingerprint, is something many, if not all of us entertain.

And when we do, we try to balance the harsh realities of now with the opaque hopes that retirement offers. This balance is no easy task. The unknowns are numerous: taxes, inflation, the amount we need to maintain what we see as comfortable. But the dream of retiring early is still possible for more us than we think. So what is a early and what does an early retirement look like?

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Posted in commentary, financial planning, Paul Petillo, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, taxes

Understanding Positive Amidst Negative: Retirement Planning is No Picnic

Summer might be over and you may not have even considered the idea of a picnic in the one just past. But the concept of picnicking and investing for retirement hold some similarities. Life is a picnic or its not. How you fall on either side of this equation helps determine your attitude toward retirement. How so? Consider this:

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Posted in 401k, financial planning, insurance, mortgages, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025
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