Weekly Roundups | The Chicago Financial Planner

Friday Finance Links May 10, 2013 – Happy Mother’s Day (and Final) Edition

May 10, 2013 By Roger Wohlner 5 Comments

Sunday is Mother’s Day and I know my wife is glad to have our two local kids home this weekend. On Sunday we will be heading to Rosebud on Rush in the city for lunch, a favorite spot, for the second year in a row.

This will be my last weekly links post, but you will continue to find my latest posts about topics regarding financial planning, investments, and retirement plans here at The Chicago Financial Planner. I will likely continue to do a links post of some sort from time to time.

I thank everyone for your continued readership. If there is a topic that you would like me to write about or a question that you would like answered please send me a note via the contact page.

Here are a few links to some great weekend financial reading.

Personal Finance Blogs

Ryan shares How to Verify a Military or Veteran Charity is Real at Military Wallet.

Jason asks Are We Taking the Wrong Retirement Risks? at Hull Financial Planning.

Robert shares The Single Most Important Trait That Defines Personal Finance Success at The College Investor.

Mike answers Does a Bond Fund’s Yield Tell You Its Level of Risk? at Oblivious Investor.

Posts from Fellow NAPFA Members

Robert Schmansky says The Retirement Crisis Debate Needs New Experts at forbes.com.

Jim Blankenship discusses Fixing an IRA With the “Wrong” Beneficiary at Getting Your Financial Ducks in a Row.

Friday Finance Links May 3, 2013 – Dow 15,000 Edition

May 3, 2013 By Roger Wohlner Leave a Comment

Today the Dow Jones Industrial Average crossed the 15,000 mark for the first time. Who knows where it will end the day. What does this mean to you? It shouldn’t mean anything if you invest according to a coherent plan, other than perhaps that you may need to review and if needed rebalance your portfolio.

Here are a few links to some great weekend financial reading.

Personal Finance Blogs

Emily compares the Pros and Cons of the 15 vs 30 Year Mortgage at PT Money.

Ken discusses Mutual Fund Expense Ratio: How Much Does It Hurt Investment Performance? at AAAMP Blog.

Kyle asks If Everybody Indexed, Would It Stop Working? at Amateur Asset Allocator.

Posts from Fellow NAPFA Members

Fern Alix LaRocca warns us to avoid Refi Hell – I Almost Got Taken! at Figuide.com.

Lon Jeffries asks When Did You Last Review Your Insurance Coverage? at Figuide.com.

Friday Finance Links April 26, 2013 – NFL Draft Edition

April 26, 2013 By Roger Wohlner 7 Comments

Its NFL draft time again. Let’s hope that UCLA’s Datone Jones, the first round pick of America’s team the Green Bay Packers pans out as well as some recent top picks such as Clay Mathews, Aaron Rodgers, and Randall Cobb.

Here are a few links to some great weekend financial reading.

Personal Finance Blogs

Julie shares 3 Big Problems with Your Retirement Savings and What You Can Do About Them at The Family CEO.

Jason discusses Seven Reasons Why Being Rich Isn’t Evil at Hull Financial Planning.

Andrea explains Women and Retirement Planning: What You Need to do Different than Men at Take a Small Step.

Miranda asks Are Health Savings Accounts (HSAs) Going Away? at Cash Money Life.

Posts from Fellow NAPFA Members

Kimberly Howard discusses The Current State Of Social Security at Figuide.com.

Claire Emory tell us that Monopoly Offers Lessons On Investing And Financial Planning at Figuide.com.

Friday Finance Links April 19, 2013 – What a Week Edition

April 19, 2013 By Roger Wohlner 6 Comments

I think that we would all be hard-pressed to recall a week like this one with the tragedies in Boston and in Texas. In addition there was a large amount of rain locally here in the Chicago area with wide-spread flooding in parts of the city and the suburbs. Best wishes to all who were impacted.

Here are a few links to some great weekend financial reading.

Personal Finance Blogs

Jon explains The Two Sides Of Investment Risk at Novel Investor.

Ken discusses Asset Correlation – Definition, Examples, Problems, and Why It Is Important at AAAMP Blog.

Leah explains How to navigate college financial aid offers at Living on the Cheap.

Robert discusses The Best Self Employed Retirement Plans at The College Investor.

Posts from Fellow NAPFA Members

Sterling tells us How Financial Advisers Get Paid at Jim Blankenship’s blog Getting Your Financial Ducks In a Row.

Alan Moore suggests that we Just Ask “Do You Have A License?” at Figuide.com.

Other financial articles from around the web

Steve Parrish tells employers Why You Should Care About Your Employees’ Retirement Plans at forbes.com.

Elizabeth O’ Brien tells us Why your boss wants you to retire on time at marketwatch.com.

Robert Powell says that Singles swing into retirement with little savings at marketwatch.com.

I took a week off from my contributions to the US News Smarter Investor Blog, but you can check out my prior posts at my author page.

Here’s wishing everyone a great weekend.

Photo credit: Flickr

Filed Under: Weekly Roundups Tagged With: 401(k), fee-only, retirement, SEP-IRA

Friday Finance Links April 12, 2013 – Feels Like Winter Edition

April 12, 2013 By Roger Wohlner 4 Comments

I think that we’ve had spring here in the Chicago area and that winter seems to be back. It’s very cold for mid-April and rainy. I’m looking forward to a low-key relaxing weekend.

Here are a few links to some great weekend financial reading.

Personal Finance Blogs

Jason describes The Day after the Initial Diagnosis: MS and Financial Planning at Hull Financial Planning.

Phil shares The True Impact of 529 Plans on Attendance, Affordability, and Financial Aid at PT Money.

Mario explains that Bitcoin is a Bubble Worth Watching in a guest post at The College Investor.

Posts from Fellow NAPFA Members

Claire Emory discusses Retirement Planning After Losing A Spouse at Figuide.com.

Tom Posey tells us Retirement Hurdles: It’s Not Just The Money at Figuide.com.

Friday Finance Links April 5, 2013 – Bachelor Weekend Edition

April 5, 2013 By Roger Wohlner 12 Comments

It’s just yours truly and our dog Austin this weekend at home. My wife and our youngest daughter are in Nashville looking at Vanderbilt Law School and checking out the city. No keg party but I did buy some beer for the games on Saturday. We need a Michigan loss and for Louisville not to win it all in order to take the top prize in my wife’s office pool, go Syracuse.

On a sad note we had to put our oldest dog Max down this week as he was becoming too aggressive. He was a good dog and will be missed.

Here are a few links to some great weekend financial reading.

Personal Finance Blogs

Ryan describes The Death of the Penny – US Mint to Cease Penny Production in 2015 at Cash Money Life.

Jason asks How Much Should a Financial Planner Cost? at Hull Financial Planning.

Beverly shares Good News: Late Credit Card Payments Are Down at Beverly Harzog.

Andrea outlines Goal Setting 101: What You Need to Know to Start Setting Goals at Take a Smart Step.

Posts from Fellow NAPFA Members

Jim Blankenship shares The ABC’s (And D’s) Of Medicare at Figuide.com.

Mike Helveston discusses Family Gifting Strategies at Figuide.com.

Friday Finance Links March 29, 2013 – Go Marquette (Elite 8) Edition

March 29, 2013 By Roger Wohlner 8 Comments

March Madness is in week 2 and my team Marquette just annihilated Miami and will square off against Syracuse in an all Big East regional final on Saturday for a trip to the Final Four. This would be their first since 2003 when Duane Wade was a first team All American. We are (clap, clap) Marquette.

A brief history, Buzz Williams is the fourth coach to lead Marguette to the Elite 8, Tom Crean (the current Indiana coach), Al McGuire (4 times including the 1977 National Championship), and Jack Nagle are the other three. I had the pleasure of having Mr. Nagle as my freshman high school English teacher. He is at least as responsible as anyone for my love of writing and any ability that I might have in that area. He is the only person to have ever led a men’s basketball team to the Elite 8 and to have also led both a boy’s and a girl’s team to the Wisconsin State High School Basketball Tournament (at Whitefish Bay High School outside of Milwaukee).

Here are a few links to some great weekend financial reading.

Personal Finance Blogs

Larry tells us that Inflation Is A Hidden Tax – What Can You Do About It? at Investor Junkie.

Kay explains that Rolling 401(k) to Roth 401(k) now easier for more plan owners at Don’t Mess With Taxes.

Julie enumerates 6 Valid Reasons Not to Contribute to Your 401(k) at Wisebread. (Thanks for the link to my post within the article Julie)

Todd shares How To Get Out Of Debt – The Complete Guide at Financial Mentor.

Posts from Fellow NAPFA Members

Holly Thomas warns It Won’t Happen to Me at Figuide.com.

Lon Jeffries asks Are You Protecting Your Credit Standing? at Figuide.com.

Friday Finance Links March 22, 2013 – Go Marquette Edition

March 22, 2013 By Roger Wohlner 2 Comments

March Madness is underway and my grad school alma matter Marquette pulled out an exciting opening round win over a tough number 14 seed, Davidson. Butler is up next tomorrow, should be a great game. I grew up rooting for Marquette as a kid in Milwaukee during the Al McGuire era. They won it all in his last game as a coach in 1977 and were National runners-up in 1974.

Here are a few links to some great weekend financial reading.

Personal Finance Blogs

Andrea explains Mutual Fund Turnover Ratio: What You Need to Know to Pick a Fund at Take a Smart Step.

Angie tells us about Herd Mentality: You Are Being Set Up to Fail in a guest post at Value Stock Guide.

Robert shows us How to Understand the Stock Market at The Collge Investor.

Jon explains What Is Preferred Stock? at Novel Investor.

Thanks to John at Frugal Rules for featuring my guest post Financial Advisor Compensation – Why it Matters.

If you are an aspiring blogger or an experienced blogger looking for a few tips check out Jeremy’s new page Guide to Starting a Blog at his blog Modest Money.

Posts from Fellow NAPFA Members

Tom Orecchio shares a Financial Planning Overview at Figuide.com.

Jim Blankenship discusses the Adoption Credit For Tax Year 2012 And Beyond at Figuide.com.

Friday Finance Links March 8, 2013 – Late Winter Edition

March 8, 2013 By Roger Wohlner Leave a Comment

The almost 10 inches of snow we received earlier in the week should mostly be gone with temperatures forecast to be near 50 over the weekend. Maybe spring is really near. Tonight we are having dinner with two of our kids. Tomorrow my wife, one of our daughters, and I will be doing some volunteer work at a local food pantry.

Here are a few links to some great weekend financial reading.

Personal Finance Blogs

Mike explains What is a Closed-End Fund? at Oblivious Investor.

Ken tells us How to Learn From Your Investment Mistakes at AAAMP Blog.

Kay reminds us Don’t forget about your traditional or Roth 401(k) at Don’t Mess With Taxes.

Posts from Fellow NAPFA Members

Sterling Raskie tells us Why You Need an Emergency Fund at Getting Your Financial Ducks in a Row.

Mathew Illian shares Two Disclosed And One Hidden Cost Of ETFs at Figuide.com.

Personal Finance Blogs

Posts from Fellow NAPFA Members

Other financial articles from around the web

Personal Finance Blogs

Posts from Fellow NAPFA Members

Other financial articles from around the web

Personal Finance Blogs

Posts from Fellow NAPFA Members

Other financial articles from around the web

Personal Finance Blogs

Posts from Fellow NAPFA Members

Personal Finance Blogs

Posts from Fellow NAPFA Members

Other financial articles from around the web

Personal Finance Blogs

Posts from Fellow NAPFA Members

Other financial articles from around the web

Personal Finance Blogs

Posts from Fellow NAPFA Members

Other financial articles from around the web

Personal Finance Blogs

Posts from Fellow NAPFA Members

Other financial articles from around the web

Personal Finance Blogs

Posts from Fellow NAPFA Members

Other financial articles from around the web

Personal Finance Blogs

Posts from Fellow NAPFA Members

Other financial articles from around the web

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