Retirement. Personalized. Blog

Michael Peterson, CFP® 6/28/21 Michael Peterson, CFP® 6/28/21

Revive Your Old, Forgotten Zombie 401(k)

Worst of all, leaving behind a string of Zombie 401(k) accounts could cost you almost $700,000 in foregone retirement savings compared to consolidating them into a single low-free optimally allocated retirement account – whether it’s your new employer’s 401(k) plan or a Rollover IRA. Read more.

Michael Peterson, CFP® 6/14/21 Michael Peterson, CFP® 6/14/21

Retirement Income: The Back 9 of Retirement Planning

The effect a period of negative returns in early retirement can have on your portfolio is called Sequence of Returns Risk. There are ways to mitigate it, but first, it’s important to understand how it can affect your portfolio.