Objective information about financial planning, investments, and retirement plans



Here are some links to various products and services that you might find useful.


Check out our Mutual Fund Investing page for links to a number of the prior posts on this topic.  Mutual funds and ETFs are the investment vehicles of choice for many investors and hopefully some of the links on this page will provide you with the information that you need to make good investment decisions.


TD Ameritrade offers a wide range of investment options and I’ve been impressed with the firm when I’ve had the occasion to use their services in the past.  If you are looking for an investment custodian they are worth checking out.

Barron’s provide excellent investment insights and analysis consider subscribing online to be able to access at your convenience.

Looking for help managing all of your IRAs, old 401(k) accounts and other retirement accounts in a low cost consolidated fashion? Check out Rebalance IRA.

Rebalance IRA

Online Financial Management

Personal Capital offers comprehensive online services that range from tracking your expenses to managing your investments.

 Books and More

Check out the selections in our Book Store.  I’ve selected a number of books, magazines, and software across financial planning, retirement, and investing that I feel would serve as additional resources for you.  If you prefer a broader selection click on the Amazon banner below.

College Savings and Student Loans

As the parent of a college graduate and two current college students I can tell you first-hand about the costs of higher education.

Check out Achieve Lending and their unique tool that allows you to search for the best student loan deals.

AchieveLending.com - Need A Student Loan?

Blogging and websites 

Since moving The Chicago Financial Planner to self-hosting on Word Press, I’ve used Bluehost to host the site.  I have recently become displeased with their service and support and am seeking a new website host. I will update you when I find a new one.

If you are in the market for a new look for your site check out Studio Press with its many themes.  The conversion was seamless and the support was outstanding.  Their pricing is quite reasonable as well.  Click on the banner to check them out.

StudioPress Premium WordPress Themes


The Retirement Gamble Documentary 

If you haven’t seen this documentary on the PBS show Frontline, watch it here.


Mike recently added a resource page to his new blog Annuity Rates HQ called Top 27 Annuity Articles from Non-Biased Sources. Many excellent posts from a number of finance bloggers, I was very flattered that he chose one of my posts for inclusion as well.

Financial Advice 

If you enjoy the articles here at The Chicago Financial Planner and would like to learn more about the fee-only financial advice that I provide please contact me.

NAPFA is the largest professional organization of fee-only financial advisors in the country.  Check out NAPFA’s Pursuit of a Financial Advisor guide to finding an advisor who’s right for your situation.  Also check out the Find an Advisor function on the NAPFA site to find a fee-only advisor in your area.

The Garrett Planning Network is another group of fee-only advisors who provide hourly, as needed advice.  Many Garrett members are also members of NAPFA.

Note that some of the links above are affiliate links and I would be compensated should you make a purchase or join their program.  Please make sure that these or any financial products or services are right for you prior to spending your money.  Other than services offered directly by me, I assume no liability or responsibility for your satisfaction with any product or service cited on this page or anywhere within this blog site.