Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the ins and outs of downsizing your house.
Advisors
- Does your practice need to employ a secret shopper? (theclientdrivenpractice.com)
- Do financial advisors actually have to manage money? (investmentnews.com)
- Don't discount the value of a financial advisor. (priceactionlab.com)
- You can't help your clients if you are not helping yourself stay fit. (behaviorgap.com)
Retirement
- Work longer, live longer. (theguardian.com)
- The numbers behind the "arbitrage" that is delaying Social Security benefits. (papers.ssrn.com)
- How dieting is similar to personal finance. (awealthofcommonsense.com)
- If you have a public pension, prepare to stress test your retirement assumptions. (timmaurer.com)
- The upside of working another decade or so. (nytimes.com)
Personal finance
- Keep your eye on the risk-free rate. (jonathanclements.com)
- What to do with inherited stock? (wsj.com)
- The family limited partnership discount is bye-bye. (barrons.com)
- You are doing your charitable giving incorrectly. (wsj.com)
- Researchers identify the benefits to home ownership. (papers.ssrn.com)
- Startups increasingly want to automate your finances. (nytimes.com)