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Investment Methods

Prairie Eco-Thrifter

Greenblatt maintains a web site Magicformulainvesting.com. When I retired, I used this method to re-invest the proceeds from my company 401K (that I had rolled into an IRA). It caught me by surprise that the stocks/mutual funds in which I invested while in the 401K could not be transferred in kind to my IRA.

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Seniors – Keep Your Allocations

Prairie Eco-Thrifter

What YOU need in YOUR asset allocation model may well be very different from their generic recommendations. Vanguard’s Personal Financial Planner thought I should change invest all my retirement money in bonds when I moved it from my 401K to an IRA. CNN Money is one site that acknowledges this. Stocks were cheap.

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Seven Retirement Lessons Learned

Prairie Eco-Thrifter

Hubby is one of those lucky few that actually has a pretty safe pension – one that also comes with health plans (which cover me as well) – so calculating his was easy. However, I haven’t learned this lesson too well, as I still have the second plan, which is a 401K.

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Saving Tips & Free Crediting Monitoring

For the Mommas

Adrian Nazari, CEO and founder of CreditSesame.com , is available to talk about how consumers can start 2013 on the right financial foot, as well as discuss the top 3 financial resolutions and what consumers can do to address them including: Saving More. Have more money automatically withdrawn from your paycheck and put in your 401k.

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Carnival of Personal Finance #316- Family Edition

Prairie Eco-Thrifter

Big Cajun Man from THE Canadian Personal Finance Site asks What is Your Financial Plan B? Crystal from Stupid Cents talks 401k Allocation and where to put your money. By signing up with LinkedIn you can instantly connect with thousands of industries as well as industry professionals. It has gone on for generations.