In case you missed it, here are some tips to be thrifty from the master of thrift, Andy Rooney.
I don’t imagine advisers would consider giving these tips to clients that may need to reduce their spending habits. I guess there’s more than one way to ensure a portfolio isn’t spent down during retirement.
(Hat tip: JD Drake)
AdvisorMax is now FREE for financial advisers!
Previously available through an annual subscription, AdvisorMax is an emerging online source for quality practice management articles as well as moderated discussion boards featuring a variety of subjects.
I’ve posted content several times to the Discussion Forums, but traffic to the forums fell off considerably since the summer (likely when the initial free 1-year subscriptions expired). Hopefully traffic will return to the site now that there is no subscription fee for access to content.
I stumbled across a company called PersonalRIA back in September. I found it through the TechCrunch50 Conference, a venue created where the best start-ups launch their ideas and proposals in front of the industry’s most influential VCs, corporations, fellow entrepreneurs and press. Coincidentally, TechCrunch50 is where I learned about DropBox, the completely awesome and innovative file backup, sync, and sharing platform that I use all the time.
For more on TechCrunch50, visit their website: http://www.techcrunch50.com
Below is the presentation of the PersonalRIA platform presented at TechCrunch50.
With nearly 100 posts online at FPPad.com since its debut on January 28, 2008, I want to begin sharing the top monthly posts according to traffic reported by Google Analytics.
“The Wall Street Journal has a good article titled Feds Rethink Rules on Retirement Savings that discusses proposed changes Congress (or the Treasury, who knows?) may make to minimum required distribution laws for qualified and individual retirement accounts.”
“Finally, after many years of preparation, studying, and experience, I can now call myself a CERTIFIED FINANCIAL PLANNER™ certificant!”
“Here’s my not-so-bold prediction for challenging times: In less than 5 years, AUM fees will no longer be the main compensation mechanism for independent registered investment advisory firms.”
Once I hit 100 posts on FPPad, I’ll provide a top ten list of the most popular content over the last ten months.
