Blog Archives

On the Radio with Deborah Jacobs

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

Today on the Financial Impact Factor Radio with Paul Petillo we hosted Deborah L. Jacobs, author of “Estate Planning Smarts”. This was an important show for those of us who may not have taken the important first step and made a will. And you’ll find out that this is actually the next step in a good estate plan!

Tagged with: Dave Kittredge, Dave Ng, Deborah L. Jacobs, durable power of attorney, estate planning smarts, Financial Impact Factor Radio, Paul Petillo, revocable trusts, trusts, wills
Posted in Boomers, college, economics, financial impact factor radio, financial planning, Paul Petillo, personal finance, Repercussions: A Retirement Review, Retirement Planning Target 2025

You can make 2011 Financially Better – Five Easy Steps

Posted on December 21, 2010 by petillo — No Comments ↓

As the end of the year approaches, I know two things about you. You didn’t save/invest enough in the past year – or at least as much as you would have liked to have done and you are promising that…

Tagged with: 401ks, debt, financial planning, five steps for personal finance in 2011, frugal, investing, personal finance, retirement outlook, retirement planning, taxes, wills
Posted in 401k, Boomers, debt, financial planning, personal finance, Repercussions: A Retirement Review, Retirement Planning Target 2025

Personalizing Personal Finance: Estate Planning

Posted on August 17, 2010 by petillo — No Comments ↓

This is one of those no brainer decisions that only can be made if you have done what I suggested in the previous segments of our series: Personalizing Personal Finance. Only if you have approached this crazy life we lead…

Tagged with: 401ks, beneficiaries, estate planning, financial planning, heirs, iras, lawyers, personal finance, probate, retirement planning, taxes, trusts, wills
Posted in financial planning, personal finance, Retirement Planning Target 2025