Objective information about financial planning, investments, and retirement plans

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

Mutual Funds and Investing 

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.

I use Morningstar extensively for investment research and portfolio analysis in my practice.  While I have subscribed to several of their services geared to financial advisors over the years, I have maintained my premium subscription to morningstar.com.  Click on the banner below to get a free trial for their wide array of premium services.


Morningstar Stock Fund Investment Research

The Retirement Gamble Documentary 

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

Online Financial Management

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

Manilla helps you organize your financial life all in one place including reminders so you never miss a bill payment again.

Education and Coaching

Check out Jean Chatzky’s Money School where the Today Show Finance Editor offers a series of classes on Jumpstarting Your Finances, Budgeting, Retirement, and other personal finance topics.  I have had the opportunity to hear Jean speak at two conferences and I am very impressed with her knowledge and down to earth approach.  Check out the Money School by clicking on the banner below.

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 boader selection click on the Amazon banner below.

Annuities

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.

College Savings 

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 upromise a program that turns your spending on everyday items into cash for college.

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.  I work not only with individual investors, but I also provide investment advice to 401(k) plan sponsors as well as to organizations sponsoring foundation and endowment portfolios.  All advice is provided on a fee-only basis with no product sales and the inherent conflicts of interest present in that sort of arrangement.

I am a proud member of NAPFA 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.

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 been mostly pleased with their service and support.

If you are in the market for a new look for your site check out Genesis 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.

Genesis Framework for WordPress

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. 

 

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