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What I’m Reading – Memorial Day Edition


The Memorial Day weekend is looking like a good one in terms of the weather here in the Chicago area.  It should be a great weekend for family fun and for any activities that you may have planned.  Let’s not forget what Memorial Day is all about though and give thanks to our current and former members of the military for all they have sacrificed for us.

Here are some financial articles that I’ve read lately that you might find interesting and useful.  

Josh Brown offers his unique insights into the thought process behind brokers who sell non-traded REITS to clients as only he can in Scenes from an Independent Brokerage Firm at The Reformed Broker.

Wade Slome discusses the Rise of the Robo-Advisors: Paying to Do-It-Yourself at Investing Caffine.

Jim Blankenship shares Mechanics of 401(k) Plan – Vesting shedding light on this often misunderstood aspect of 401(k) plans at Getting Your Financial Ducks in a Row.

Ryan Guina offers the AAFES Coupon Guide – How to Save Big at the Exchanges a guide to savings for eligible shoppers at the Army Air Force Exchange service at The Military Wallet.

Emily Guy Birken discusses What You Need to Know About Disability Insurance for the Self-Employed at PT Money.

Mitch Tuchman tells us that Advice seekers retire with 79% more money at Market Watch.  Food for thought for retirement investors.

Russ Kinnel tells us to Lower Your Fees, Boost Your Returns at Morningstar.  Always good advice for mutual fund investors. 

If you are new to The Chicago Financial Planner here are our three most popular posts over the past 30 days:

Life Insurance as a Retirement Savings Vehicle – A Good Idea? 

Financial Advisors to Follow on Social Media

Peyton Manning and Investment Success

I hope you enjoy some of these articles and have a great holiday weekend.

Looking for a good read this weekend, check out Still Standing by Major (ret) Steve Hirst. Steve was a year behind me in high school and was severely injured in an auto accident while serving in Alaska in the mid 1990s. The book is well written and provides an inspriational account of his long road back and some of the obstacles Steve faced along the way.

Please check out our Book Store for books on financial planning, retirement, and related topics as well as any Amazon shopping needs you may have (or just click on the link below).  The Chicago Financial Planner is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com.  If you click on my Amazon.com links and buy anything, even something other than the product advertised, I earn a small fee, yet you don’t pay any extra.


Please contact me at 847-506-9827 for a complimentary 30-minute consultation to discuss all of your investing and financial planning questions. Check out our Financial Planning and Investment Advice for Individuals page to learn more about our services.

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