Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the “Retirement Pyramid.”
Advisors
- Ben Carlson, "Trust is one of the most valuable currencies in a world awash with information." (awealthofcommonsense.com)
- Our financial lives consist of both saving AND spending: how advisors can help with the latter. (thecertifiableplanner.com)
- Advisors are rightfully anxious about Morningstar's ($MORN) continued push into asset management. (investmentnews.com)
- Four takeaways from the 2018 Advisory Profession Software Survey, including the slow-ish uptake of robo-services. (morningstar.com)
- Some communication mistakes advisors make. (danielsolin.com)
- Why custodians should charge IRAs a one basis point fee. (kitces.com)
Retirement
- How aging baby boomers are going to transform the senior housing market. (curbed.com)
- A new startup is offering to buy senior's homes and let them live there indefinitely. (slate.com)
- How to take a retirement trial-run in a new city or town. (nextavenue.org)
Annuities
- When it makes sense to pay a surrender fee to get out from under a predatory relationship. (tonyisola.com)
- Four situations when buying an annuity MIGHT make sense. (humbledollar.com)
Savings
- There are no universal savings rules. (morningstar.com)
- 9 ways to start cutting back on expenses. (humbledollar.com)
- 12 reasons why you shouldn't buy more house than you need. (financialsamurai.com)
Personal finance
- What all the "quiet person leaving a huge estate behind" all have in common. (humbledollar.com)
- A look at the many issues adults have getting off on the right financial foot. (evidenceinvestor.co.uk)
- What robo-advisors can offer that a target-date mutual fund can't. (morningstar.com)
- We are not really all that good at forecasting our future wants, needs and desires. (schwab.com)
- The top mistakes business owners make when setting up a 401(k) plan. (thereformedbroker.com)
- How an orthodontist amassed over $1 million in student debt. (wsj.com)
- These are the best 529 plans. (morningstar.com)
