Objective information about financial planning, investments, and retirement plans

Friday Finance Links October 12, 2012


Early season “do or die” game for the Packers on Sunday.  We will be heading up to visit our son at Northern Illinois

Northern Illinois UniversityUniversity tomorrow for their Homecoming game.

Here are some articles and blog posts that I suggest for your weekend personal finance reading:  

Personal Finance Blogs

Glen writes Credit Card Fees: Eroding Your Wealth at Credit Card Smarts.

Carrie outlines 5 Crucial Financial Steps To Take When Getting A Divorce at Careful Cents.

Miranda Marquit tells us What is an ETF and How Does it Work? at Excess Return.

Ken Faulkenberry provides some great explanations in Investment Vehicles: Individual Stocks and Bonds, Mutual Funds, or ETFs at AAAMP Blog.

Posts from Fellow NAPFA members

Jim Blankenship explains The Value Of Social Security Benefits at figuide.com.

Eve Kaplan wrote Retirement Spoiler: When Things Don’t Go As Planned at Forbes.com.

Other articles from around the web

Ian Salisbury tells us about Class warfare in your 401(k) at marketwatch.com

Philip Moeller takes A Closer Look at America’s Aging Workforce at usnews.com

Robert Russell discusses An Escape Plan for Your Variable Annuity? at usnews.com

In case you missed it here is my latest contribution to the US News Smarter Investor blog Are You Making the Most of Your 401(k)? 

Thank You To: 

Josh Brown for including my post on the extra cost of actively managed mutual funds in his The Good Leads post on Tuesday in the Wall Street Journal.

Colin at Humble Savers for including my guest post 5 Steps On The Road To Financial Freedom.

Veronica Dagher for quoting me in Five Big Mistakes Mutual-Fund Investors Make in this past Sunday’s Wall Street Journal.

Here’s wishing everyone a great weekend.  

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Friday Finance Links – August 31, 2012


It’s Labor Day Weekend and the college football season is starting, what more needs to be said? Here are some articles and blog posts that I suggest for your weekend personal finance reading:

Personal Finance Blogs


Novel Investor discusses Options For Your 401(k) Rollover.  Important stuff to consider in today’s employment environment where it is likely that you will work for several employers over the course of your career.

Local mortgage broker Gene Mundt blogs It’s Back to School Time? Does your child Know the ABCs of Credit and Finance? 

Jordana Stein shares Understanding Politics:  How Democrats and Republicans Differ on Managing the Economy at Go Girl Finance.

Posts from Fellow NAPFA members

Tom Orecchio tells us why Now’s The Time To Refinance at Figuide.com.

Holly Thomas shares Budgeting Lessons From An 18 Year Old? at Figuide.com.

Other articles from around the web

Christine Benz illustrates A Sample Retirement Portfolio Using the Bucket Approach at Morningstar.com.

Rob Silverblatt discusses Paul Ryan’s Pet Mutual Fund Project at usnews.com.

Andrea Coombes tells us that Half of Americans die with almost no money at marketwatch.com.

I took a week off from my regular weekly contribution to the US News Smarter Investor blog, but you can get links to my prior posts at my US News author page.

Thanks to Nicole Coulter at RIA Central for her post Will 401(k) Participants Pay for Financial Advice? which is in part based on a recent post on this blog.

I also want to thank Josh Brown (The Reformed Broker) for linking to one of my posts this past Tuesday in his The Good Leads post for the Wall Street Journal.

Here’s wishing everyone a great weekend.

Photo credit:  Wikipedia

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Friday Finance Links August 17, 2012 – Anniversary Edition


The big event this week is our 28th wedding anniversary tomorrow.  My still lovely wife, Kyung, and I will be heading to the city for dinner and perhaps other activities.  (photo of Kyung with two of Chicago’s finest during NATO weekend here in Chicago earlier this Summer during our unsuccessful quest to find some protesters)

Here are some articles and blog posts that I suggest for your weekend personal finance reading: 

Personal Finance Blogs 

Tom at Stupid Cents asks Are You Making Spending Decisions Based on Fear? highlighting some ways advertisers others use fear to get us to spend our money.

Ryan at Cash Money Life discusses Investing for Cash Flow – Building a More Diversified Investment Portfolio.  Hard to believe a guy who looks this young is so smart.

Ken Faulkenberry at AAAMP Blog looks at a strategy for the income portion of your portfolio in This is How to Optimize Your Income Asset Allocation Plan.

Fellow financial planner and blogger Jeff Rose says It’s Time for Another Movement – Life Insurance Style.  I couldn’t agree more. 

Posts from Fellow NAPFA members 

Eve Kaplan asks Could You Be Forced To Pay Your Parent’s Long Term Care Bill?

Richard Feight discusses the question Rent Or Buy?

Kimberly Howard provides some sound advice on Preparing Finances For A Potential Layoff. 

Other articles from around the web

Kimberly Palmer of U.S. News warns us to Beware of These Common Holes in Homeowners Insurance Coverage.

Chuck Jaffe discusses 6 money lessons for your college student at Marketwatch.com.

Robert Powell offers 11 reasons to leave your 401(k) behind when you leave a job at Marketwatch.com.  Some good ideas, however as Bob says everyone’s situation is unique.

For the third week in a row I’m including an article from Christine Benz on Long-Term Care 4 Best Practices When Self-Insuring for Long-Term Care.  I’m a big fan of Christine’s; her articles on Morningstar.com are always worthwhile reading.

In case you missed it here is a link to my latest post for the US News Smarter Investor Blog Your Takeaway for New 401(k) Fee Disclosures.    

Thank You

For the second week in a row to Josh Brown for featuring one of my posts in his  The Good Leads  post in the Wall Street Journal this past Tuesday.  Josh also blogs at The Reformed Broker which is a must read financial blog.

Here’s wishing everyone a great weekend.

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