Financial professionals sometimes get wrapped up in the overly-complex – retirement projections, Monte Carlo analysis, trust and estate planning, and complicated portfolio design. It often comes to mind that we need to stop and remember what the most important concepts are in successful financial planning, and that can be boiled down to a very simple [...]
Posts under ‘Links’
Where to Get Your Annual Credit Report
As a smart consumer, you have likely heard that it’s a good idea to get your credit report every year from all three services: Experian, Equifax, and TransUnion. You’ve probably also seen the ever-present “Free Credit Report” commercials on the television (unless you TiVo everything and skip past the commercials!) – so you may be [...]
Review of 2009 Stats
Ed. Note: taking a breather from our normal business of posting retirement, tax and other personal financial planning topics to report on the blog itself and the statistics we’ve seen in this, the 6th year of publication for the blog. We’ll be back to our regular programming with the next entry. – jb
Over the past [...]
Linksharing: Illinois Edition
Revisiting an old theme again after a few months off, I wanted to highlight some blogs I’ve read recently that I think are worthy of your review. This particular edition is dedicated strictly to blogs based in the Land of Lincoln.
The first is a blog I’ve mentioned here before, The Oblivious Investor. In this blog, [...]
LinkSharing: Financial Advisor Websites with Blogs
Jim’s Note: I am off on a vacation this week. That’s right, I have R-U-N-N-O-F-T (see the excellent movie “O Brother, Where Art Thou?” to understand the reference). In lieu of my regular LinkSharing, I’ve reprinted the below, with a few additions of my own, from Ben at Money Smart Life. Thanks, Ben!
Financial Advisor Websites [...]
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 [...]
Linksharing 7/12/2009
Once again, I’ve found several interesting blog posts among my colleagues that I feel compelled to share with you.
To start things off, Jeff “don’t call me Jan” Rose over at the “Good Financial Cents” blog wrote about the changes coming for Roth IRAs next year in the post Gone Daddy Gone – AGI Restriction For [...]
Linksharing 7/5/2009
I think I’ll keep up with this activity, sharing links to others’ blog entries that I found compelling over the past week or so – just don’t hold me to a schedule, I can’t promise that I’ll always have time to do this…
Last week I found this blog post from Kevin O’Reilly (a member of Garrett Planning [...]
Random Thoughts and Links
Here’s an excellent blog post over on the Keener Financial blog from a colleague, Jean Keener, who is a fellow Garrett Planning Network member. This post is about 10 Tools to Build an Emergency Fund – and contains some very good tips on this important subject.
Also, my friend Helen Maynard over at Affine Financial Services [...]
Interesting Links to Share
I wanted to take a moment to catch you up on a few things. The first thing is that I wanted to point you to Helen Maynard’s Affine Financial Services blog, where she recently posted the very well-written article ETF’s vs. Index funds: The good, the bad, and the ugly where she makes some [...]
