Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the challenge of relying on the 401(k) plan for retirement savings.
Quote of the Day
"Start investing as young as you can. Encourage young people to do the same. Build a reputation through small, consistent acts. That’s where everything huge begins."
(Morgan Housel)
Donor advised funds
- A closer look at Schwab's ($SCHW) donor advised fund options. (beta.morningstar.com)
- A look at the growing impact of donor advised funds on charitable giving. (inequality.stanford.edu)
- A closer look at Fidelity's donor advised fund options. (beta.morningstar.com)
Sponsored link
Advisors
- What the breakdown of "the protocol" is going to change the wealth management business. (thereformedbroker.com)
- How advisors deal with wealthy clients who still feel they don't have enough. (nytimes.com)
- Wells Fargo ($WFC) is launching a robo-advisor. (institutionalinvestor.com)
- One investor's experience with Personal Capital. (whitecoatinvestor.com)
Retirement
- What it takes to retire (really) early. (alphabaskets.com)
- Why don't more retirees declare bankruptcy? (kitces.com)
- A year-end checklist for retirees. (beta.morningstar.com)
Advice
- 3 ways to get a second opinion on your financial plan. (whitecoatinvestor.com)
- 11 ways to improve our financial behavior. (humbledollar.com)
- How interval training can be applied to your finances. (marketwatch.com)
Personal finance
- Small differences in savings rates can have a big impact on terminal wealth. (ofdollarsanddata.com)
- Why you should check back in on your variable annuity contract. (basonasset.com)
- Upcoming changes to the way the US military retirement savings program will work. (nytimes.com)
- It's a long way from enactment but here is an evaluation from the House Republican tax plan. (kitces.com)
- Families save more money for college for boys than girls. (wsj.com)
