Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how long you should keep certain financial paperwork.
Quote of the Day
"The best financial advice is smart, but that’s not enough. It also needs to be focused on you."
(Isaac Presley)
Advisors
- What's in a Form ADV? (whitecoatinvestor.com)
- Not every client wants a fee-based account. (financial-planning.com)
- Transitioning from a commission-based business to a fee-based business isn't easy but is necessary. (kitces.com)
- Schwab ($SCHW) and Fidelity control 70% of the RIA custody business. (investmentnews.com)
The CFP deficit
- The financial planning business needs more gender balance. (thinkadvisor.com)
- The financial planning has a problem in attracting young, new talent. (marketwatch.com)
Personal finance
- True tax alpha comes from allocation and planning. (fortunefinancialadvisors.com)
- 3 tax mistakes accountants see every year. (genyplanning.com)
- These are the four pillars of retirement income. (kitces.com)
- Would you rather have $1 million or $5,000 a month in retirement? (wsj.com)
- Don't settle for a sub-par HSA. (beta.morningstar.com)
- Ten questions about disability insurance. (whitecoatinvestor.com)
- Don't make financial decisions on your smartphone. (nytimes.com)
Savings
- Why even high earners ($500,000 a year) have a hard time saving. (financialsamurai.com)
- Now not so fast... (thedeclination.com)
- Five ways to save money. (humbledollar.com)
- Saving money is simple but not easy. Six factors involved. (humbledollar.com)
- Some lessons learned from the original post. (financialsamurai.com)
