When I created this website, one of the goals was to write and share information on personal finance in addition to investments, markets, and other related topics.
In this post, I am sharing some personal finance articles that I’ve read over the past few weeks. As you know, the internet is full of this these type articles, so at times it can be tough to find readily useful information.
These articles cover a wide range of topics but hopefully one or two will catch your attention. I used the basic criteria when selecting these articles:
- I personally found the article informative
- These are topics that I routinely discuss with clients and other professionals
- The articles were easy to read and not overly complex
Personal Finance Articles
- Mortgage Refinancing – Things to keep in mind (Peter Lazaroff)
- Should you pay off a mortgage in retirement? (WSJ)
- Getting the most out of your 401(k) (Gen Y Planning)
- What financial documents to keep? (WSJ)
- Do I need life insurance? (Thomas Kopelman)
- Retirement Preview (Humble Dollar)
- IRA Strategies for 2021 (Morningstar)
- Capital Gains Taxes (WSJ)
- Pro Tip: Invest Your Raises (Retirement Field Guide)
- Estates: How to Settle (Bloomberg)
If you can’t access any of these articles or have any questions about the above topics, drop me a message.
P.S. This is a long-overdue blog post. Hopefully, it will kick start my original plan of 1-2 posts per month. In addition to the upcoming posts, I plan to make some enhancements to the website over the next few months. I would love to hear your thoughts, feedback and suggestions on this as well.
Tom
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