Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at an estate planning checklist.
Quote of the Day
"The best investment you can make is often saving more money."
(Ben Carlson)
Advisors
- How much do financial advisors actually charge for their services? (kitces.com)
- On the benefit of being consistently open and honest with your clients and prospective clients. (medium.com)
- RIAs are going to have to provide more data and information in future Form ADV filings. (investmentnews.com)
- Heed this checklist before hiring a financial advisor. (beta.morningstar.com)
Estates
- If possible, consider passing taxable assets with large unrealized gains to your heirs. (blog.independenceadvisors.com)
- Why great family fortunes disappear. (humbledollar.com)
Credit cards
- Elite credit cards are making it harder to play the game. (bloomberg.com)
- How Bank America ($BAC) plans to enter the high-end credit card game. (wsj.com)
- CR on six credit cards worth considering. (consumerreports.org)
Mortgages
Early retirement
- The downside of early retirement: finding something to motivate you. (businessinsider.com)
- Early retirement will f*ck you up. (twocents.lifehacker.com)
Personal finance
- The bull market is dragging 401(k) balances to new all-time highs. (bloomberg.com)
- Whether you invest primarily in real estate or stocks do with the long term in mind. (financialsamurai.com)
- 10 questions to ask about paying for college. (humbledollar.com)
- Financial success isn't the goal. Happiness is. (danielsolin.com)
- Honeydue is a new app that hopes to get couples on the same money wavelength. (techcrunch.com)
