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Search results for paul petillo

A Look at Socially Repsonsible Investing

A lot of us have become very aware about what we eat, what we buy and what kind of a footprint we leave. And then, when we invest our money, we often[...] read more »
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When Women Make Dangerous Assumptions

A strategy that encompasses all aspects of retirement planning from asset allocation to savings to debt reduction to preparing for a long life with h[...] read more »
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An Opportunity DRIP-ping with Potential

Dividends offer the investor an opportunity to not only own a share of a company but also to share directly in that company's profits. Some even off[...] read more »
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A Mother's Day Conversation

This weekend, we celebrate mothers everywhere with a special day set aside just for them. We do all of the required stuff any dutiful child would do[...] read more »
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Moms Making a Million: Women and Retirement Planning: Is the Approach Different?

In the business of investing, brokerage houses and the like are always looking for new clients. It is what they do. And even though women have grown[...] read more »
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Moms Making a Million: Having a Baby? Your Bank Wants to Know

Have you ever wondered what babies have to do with retirement planning or even mortgages? Surprisingly, more than you might imagine. First off, once [...] read more »
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1/3 of All Americans Can Prevent This Kind of Financial Disaster

I’m going to tell you a personal story about my experience with disability. Back in the early 90’s I was eligible for a paltry $600 benefit from my e[...] read more »
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Moms Making a Million: Is Now the Time to Challenge Your Property Taxes?

What, you may ask, do property taxes have to do with a retirement plan? read more »
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Moms Making a Million: How To Find an Extra $10,662

Wouldn't it be great to find an extra $10,662 to invest towards your retirement, pay down debt and improve your lifestyle? This is the gap in incom[...] read more »
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Moms Making a Million: Moms (and Women) and Yet Another Study about Investing

Perhaps I am just too jaded after years of reading white papers and studies, magazines and newspapers. Perhaps when it comes to anything that resemb[...] read more »
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Moms Making a Million: The Upside Benefit for Women of Guaranteed Income in Retirement

Those who have followed my retirement conversation over the last twelve years know that as a rule, I don't like annuities. For most of us, this sort[...] read more »
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Moms Making a Million: Should Retirement Planning be Scary?

Boo! There we got that out of the way.
Are all financial writers actually horror writers who don't know it? Why does every conversation about ret[...] read more »
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Moving Day: New Job, New 401k, New Options

Changing to a new job with a new 401k means you have to make some changes you may not have been prepared to make. What to do with your old employer'[...] read more »
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Moms Making a Million: Bumps Ahead: Can You Ignore the Bad News and Prosper?

Many investors began the year with great hope that this would the be the corner we were all hoping we would round. Markets were poised to go higher [...] read more »
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Suppose You Don’t Have a 401(k), Will You Be Able To Retire?

Suppose you don’t have a 401(k), will you be able to retire?
Of course, would be the answer we all want to hear. When is the question we are really[...] read more »
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