Objective information about financial planning, investments, and retirement plans

Friday Finance Links – February 15, 2013

The title for the Chicago Auto Show, 2007, hel...

After a busy week a rather low key weekend is on tap for us.  I do plan on hitting the Chicago Auto Show if I can, one of the best events of the year.

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

Personal Finance Blogs   

Long outlines 401(k) Plan Rollover Options at Budget for Wealth.

Carrie shares 3 Strategies to Run Your Freelance Business More Efficiently at Careful Cents.

Andrea shows us How to Organize Financial Paperwork at Take a Smart Step. 

Posts from Fellow NAPFA Members   

Bert Whitehead reveals What’s A Safe Portfolio Withdrawal Rate? at Figuide.com.

Jim Blankenship explains How Dollar-Cost-Averaging Can Work To Your Advantage For Your 401(k) at Figuide.com.   

Other financial articles from around the web  

Andrea Coombes explains 401(k) balances hit record highs at marketwatch.com.

Russell Kinnel tells us about A Great Influx of New Money Into Funds at morningstar.com.

Chuck Jaffee reveals the Hidden costs of ‘free’ ETF trades at Schwab at marketwatch.com.

In case you missed it here is my latest post for the US News Smarter Investor Blog Your 401(k): Good or Lousy? 

Here’s wishing everyone a great weekend.

Photo credit:  Wikipedia

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  1. Roger,
    I like the way you think. Which annuities would you recommend with low or no fee’s.

    Thank you,


    • Roger Wohlner says:

      Thanks for the comment. I would be a bit irresponsible to recommend anything in this type of forum, but Vanguard as an example offers low fee no surrender annuities with sub-accounts that are quite similar to their mutual funds. If you’d like email me or call I’d be glad to discuss in more detail. Contact info is on the contact tab of this blog.

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