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Personal Finance Links

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  1. Visit Dinkytown for free personal finance calculators.
  2. If you invest in TIAA Traditional through your employer’s retirement plan with TIAA-CREF, I suggest you read this
  3. Phased out of making Roth IRA contributions? Try the backdoor.
  4. Check out Susan Beacham’s blog if you are interested in kids and money.
  5. Vanguard recently rolled out new exchanged traded funds and a new index fund.
  6. I see eye to eye with Rick Ferri who encourages Forbes readers to buy, hold, and rebalance.
  7. Educate yourself on personal finance through NAPFA’s consumer series. It’s free but you have to register.
  8. Do bonds confuse you? You’re not alone. Learn about bonds courtesy of Vanguard.
  9. Morningstar’s Natalie Choate provides tips and traps about IRA conversions. Scroll down the page to May 4, 2010.
  10. Get credit report tips from Gerri Detweiler via the Garrett Planning Network.
  11. Rick Ferri writes about a new trend in index funds to keep an eye on.

Choosing a Financial Planner

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If you are in search of a financial planner and have found my website, you can rest assured that you are on the right track. But don’t take my word for it. Writers at two of the nation’s most respected periodicals would agree.

In its article How to Find a Financial Planner, The New York Times recommends that its readers research Fee-Only financial planners at www.napfa.org and www.garrettplanning.com. The Wall Street Journal points you to the same organizations in its article, How to Choose a Financial Planner.

Why would both The New York Times and The Wall Street Journal recommend that you work with a Fee-Only financial planner? It’s quite simple, really. Fee-Only planners take on a fiduciary responsibility to act in your best interest and do not try to sell you anything other than their professional advice.

You will find Oliver Financial Planning at both napfa.org and garrettplanning.com.