Personal finance links: the joy of the journeying
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Money Together
- Joe Saul-Sehy and Josh Bannerman talk with Doug and Heather Boneparth, authors of “Money Together.” (stackingbenjamins.com)
- Dana Miranda talks with Heather and Douglas Boneparth, authors of “Money Together: How to find fairness in your relationship and become an unstoppable financial team.” (healthyrich.co)
- Suzanne Siracuse talks with Doug and Heather Boneparth, authors of “Money Together.” (wealthmanagement.com)
Podcasts
- Christine Benz and Amy Arnott talk with Beth Pinsker, author of a new book called “My Mother’s Money: A Guide to Financial Caregiving.” (morningstar.com)
- Steve Chen sits down with Katy Song CFP, to explore how modern families can achieve financial confidence and “work optionality.” (boldin.com)
- Barry Ritholtz talks with Jeff Ptak of Morningstar ($MORN) about automating your investments. (ritholtz.com)
Housing
- There is a reason why 50-year mortgages don’t already exist. (advisorperspectives.com)
- It’s not just interest rates affecting the housing economy. (econbrowser.com)
- Ranking the ways to help your children buy a house. (whitecoatinvestor.com)
- Unsold new home inventory is growing. (wsj.com)
Taxes
- Four things that have changed with the OBBBA. (morningstar.com)
- When does tax-gain harvesting make sense? (humbledollar.com)
- IRS Direct File is dead. (engadget.com)
Planning
- You need to take control of your equity compensation before it controls you. (readthejointaccount.com)
- Some retirement planning mistakes can be fixed. (kiplinger.com)
- How to choose benefits during open enrollment. (genyplanning.com)
Aging
- There is no perfect answer: how to think about the Social Security claiming decision. (thefinancebuff.com)
- Do Medicare Advantage customers utilize all their additional benefits? (marketwatch.com)
- What Americans say about aging. (pewresearch.org)
Family
- Kids pick up on financial dynamics at home. (joylere.substack.com)
- The case for 529 accounts. (morningstar.com)
Personal finance
- Tony Isola, “Reading reflection and patience are being replaced by scrolling, reacting, and forgetting.” (tonyisola.com)
- What’s the ideal level of wealth? It depends, of course, but here are some things to think about. (ofdollarsanddata.com)
- Ten ways to support a charity financially without writing a check. (humbledollar.com)
- Utilizing premium credit cards have become a part-time job. (wsj.com)
- Why we trade our dreams to avoid our nightmares. (tim.signaturefd.com)
- Sometimes quitting is the only option. (rootofall.substack.com)
- How to offset negativity bias. (meaningfulmoney.life)
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