Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how the pandemic will change financial planning.
Quote of the Day
"Using our time and money to cultivate those connections is one of the best possible investments, helping to make today more fulfilling and the end of our life more peaceful."
(Anika Hedstrom)
Retirement
- Four surprises in retirement including "health care costs can still take you by surprise." (mullooly.net)
- Some lessons from Ken Dychtwald author of “What Retirees Want: A Holistic View of Life’s Third Age.” (soundmindinvesting.com)
- Why complexity doesn't work in retirement: a case study. (rivershedge.blogspot.com)
Qualified accounts
- Why you may not want to max out your 401(k) contributions. (ofdollarsanddata.com)
- Why you should keep rollover IRA assets separate. (obliviousinvestor.com)
- Who should consider a Roth IRA conversion in 2020? (schwab.com)
Investing
- Making the case for how simple, 'minimalist portfolios' can help you meet your financial goals. (morningstar.com)
- Shift your focus to fight market FOMO. (marketwatch.com)
- What to do when your parents turn into day traders. (wsj.com)
Perspective
- The best thing you can do for your future self is to start saving ASAP. (tonyisola.com)
- Why we need to constantly question our financial beliefs. (humbledollar.com)
- There are only five things you can invest, including your time. (awealthofcommonsense.com)
- Want to be happier? Help other people with your money. (humbledollar.com)
Personal finance
- Three states stand out as having the top 529 plans as of 2020. (morningstar.com)
- When comparing taxes across jurisdictions make sure you capture all of them. (humbledollar.com)
- Your Fall 2021 Medicare enrollment checklist including new benefit features. (morningstar.com)
- What it's like to buy a DIA, deferred income annuity. (humbledollar.com)
- Many Americans are unaware of the fire and flood risks their homes face. (npr.org)
- On the prospects for 'baby bond' legislation in the US. (morningstar.com)
