Objective information about financial planning, investments, and retirement plans

Resolving Financial Issues Before Marriage

Personal financial topics are often some of the most difficult topics for people to discuss. But since financial issues often cause significant problems in marriages, you should try to reach some sort of agreement on your finances before your … [Continue reading]

3 Financial Products to Consider Avoiding

Before buying ANY financial product make sure that this product is right for you in terms of your unique, personal financial situation.  Financial products are tools and just like your projects around the house you should use the right tool for the … [Continue reading]

4 Benefits of Portfolio Rebalancing

The past year has been volatile for investors. Between a dip in the markets last year, a shaky start to the current year and the Brexit vote in the U.K. it has been quite a roller coaster ride for investors. In spite of all of this, major market … [Continue reading]

Selecting the Right Financial Advisor

Several years ago finance blogger extraordinaire Barbara Friedberg wrote this guest post for Happy Simple Living entitled Financial Advisors Who Get Paid To Sell Products Bother Me.  What she said in that post still resonates as true today as it did … [Continue reading]

Avoid these 9 Investing Mistakes

Investing is at best a risky proposition and sometimes even the best investment ideas don’t work out. However avoiding these 9 mistakes can help improve your investing outcomes. Inability to take a loss and move on  It's difficult for many … [Continue reading]

Some Excellent Online Financial Resources

I use social media and the web to interact with financial advisors, financial bloggers and writers and to keep up with the latest financial news.  Here are some excellent online financial resources, including some blogs and websites that I … [Continue reading]

Brexit and Your Portfolio

As you are most likely aware, the U.K. voted to leave the European Union. The so-called Brexit vote was a surprise to many and caused a swift, severe and negative reaction in the world financial markets. On Friday June 24, the S&P 500 lost … [Continue reading]

Review Your 401(k) Account

For many of us, our 401(k) plan is our main retirement savings vehicle. The days of a defined benefit pension plan are a thing of the past for most workers and we are responsible for the amount we save for retirement and how we invest that … [Continue reading]

Offshore Financial Interests & Immigrants to The U.S.: Failure to Report Existence & Income May Lead to Deportation

This is a guest post by Chicago attorney Dan Janich. A little off the normal topic path for this blog, but Dan's insights are worth sharing. This post is timely with the recent Panama Papers disclosures.  The current firestorm surrounding the … [Continue reading]