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As We Enter 2012: A Few Thoughts on Retirement

It’s true, the calendar change from 2011 to 2012 is not that big of an event. Granted, we will celebrate as if it were, thinking that “out with the old” and “in with the new” can be impacted by some arbitrary date. It is often this short-term thinking, the hopefulness that this year will better than the last, that is at the heart of why we never seem to feel confident in our retirement plans, our investment decisions and how we manage our money. All of these are long-term efforts that exist in the absence of short-term events like a change in the date.

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Posted in 401k, Boomers, financial impact factor radio, financial planning, Paul Petillo, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025

Your 401(k): The Advantages/Disadvantages and Mistakes You Could Make

I am currently involved in a rollover of a 401(k). While I anticipate the process will go smoothly, that isn’t always the case. In my situation, I plan on setting this up so the plan sends the money directly to an IRA fund family I am already invested in (but haven’t done all that much with because of the 401(k)).

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Posted in 401k

Cleaning Up Your Retirement Plan

Unlike cleaning up some of the small things that can have great effect, cleaning up a retirement plan is not so easy. And unlike the stat I mentioned on homeownership yesterday (how 80% of will be in the same house

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Posted in 401k, financial planning, index funds, IRA, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025
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