Linksharing 7/19/2009

Linkin’, Linkin’, I’ve been thinkin’…*

Quite a list of articles in this week’s Linksharing, let’s get right to it:

On the Affine Financial Services blog, Helen provides us with an interesting perspective on Roth IRA conversion planning for non-traditional families, with her article No Aversion to Conversion.  I always find an interesting read when I get the feed from Helen, and this one is no exception.  And then, as if writing compelling blog articles wasn’t enough to get my attention, she gave me the honor of a mention in her weekly rundown of notable blog posts!  Thanks Helen.

Mike, over on the Oblivious Investor blog, wrote two articles I wanted to highlight this week.  The first is a diagram explaining Why We Invest In Actively Managed Funds, and I have to say, by jove I think he’s got it!  With a simple illustration he points out so much that’s working against the little guy in the financial services world.  The second article is compelling not only for the post itself, but also for the comments thread – take a look at How To Be A Successful Investor and you might learn a thing or two…

Dave, on his blog I Hope To Retire Someday, wrote an interesting perspective on how Fear Can Be Good And Bad For Financial Planning – I think it deserves a look, to see if you can recognize how fear has impacted your decisions… And then, later in the week he makes a move which causes me to call his judgment into question, by making note of one of my articles on his weekly review of blog posts.  Thank you for the honor, Dave.

Another blog that I try to read as often as possible is Frank Curmudgeon’s Bad Money Advice – and this week he had a gem of an article entitled Annuities and Baby Boomers – discussing the reasons that annuities aren’t more popular among retirees.

Lon, my colleague from the Net Worth Advisory Group, wrote a very good article, reviewing What Should I Look For In A Mutual Fund?, and then followed up with a good basic explanation in What is an IRA?

Fellow Garrett Planning Network member Diane Blackwelder of Charleston Financial Advisors wrote about our behavior as investors and what we might expect to do in resolution in her article Closing the Behavior Gap.

Last but not least, on the IRS Hitman blog, Richard Close provides us with some insights for Newlywed Tax Tips.

Hope you’ve gotten a few nuggets of financial goodness out of all these – I know I did.  Take care until next week!

* 1000 extra points to the first person who attributes that quote – even though I homonym’d Lincoln…

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Jim Blankenship, CFP®, EA, is an expert in personal retirement, IRAs, and tax issues, with more than 20 years of experience in the industry.  . Read more from this author