Blog Archives

I Resolve: Six Resolutions for Retirement Planning in the New Year

Posted on December 31, 2011 by petillo — No Comments ↓

If you consider yourself a Baby Boomer, the reflection in the mirror is an image that polarizes: we are comfortable in the what the future holds or we are worried. There is good reasons for this feeling of either hope or dispair, with no real middle ground. This group has seen the demise of the defined benefit plan (pensions) and the introduction of the defined contribution plan (401(k)). You have seen the greatest bull market in investing history and witnessed two major crashes that have rattled your confidence in the decade following. You are the first generation to realize that your future is in your hands and you were not ready for the responsibility.

Tagged with: 401k, Baby Boomers, defined benefit plans, defined contribution plans, investing, markets, mutual funds, pensions, reasonable, retire plan, reward, risk, risk tolerance, women and investing
Posted in 401k, Boomers, commentary, debt, ETFs, exchange traded funds, financial planning, index funds, IRA, Paul Petillo, Repercussions: A Retirement Review, Retirement Planning Target 2025, risk, women and finances, women and retirement

Your Retirement Plan: Safety Isn’t the Issue

Posted on November 30, 2011 by petillo — No Comments ↓

We like to think, even assume that we are reasonable. When it comes to investing, this “reason” is often called rational and when it comes to retirement, the rational is often the replacement for risk. Three Rs: reason, rationality, and risk and each one plays a role in our success and almost just as often, our success at investing, both in the present tense and in our future plans. Which makes the argument that safety somehow plays a role in not only how far we go but how long our money is likely to last.

Tagged with: 401k, investing, markets, mutual funds, reasonable, retire plan, reward, risk, risk tolerance, women and retirement
Posted in 401k, commentary, financial planning, Paul Petillo, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, women and finances, women and retirement

Cartoon Laws

Posted on October 3, 2011 by petillo — No Comments ↓

It all seems so otherworldly these days. As if everything that seems familiar isn’t and the laws the govern rational – and often irrational behavior no longer apply. Markets are up then down and then post the worst third quarter in recent memory – and we’re not sure what that means. Does it indicate something wicked this way comes or perhaps the end of the episode? So I turned to some laws that explain the world of finance, retirement and just getting-by in a world gone wacky.

Tagged with: 401k, cartoon laws, Financial Impact Factor Radio, financial planning, investing, markets, Paul Petillo, retirement
Posted in 401k, Boomers, commentary, debt, economics, ETFs, financial impact factor radio, financial planning, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025