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.
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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)







