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Special Report on

Personal Finance By The Book

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As a financial counselor, I help real people with real issues. This series on case studies will walk our readers through the process of discovering the short term and long term goals of my clients, formulating a plan to achieve those ends and then holding the client accountable to actually carry out the plan and thus accomplish the goals. I will use real life studies with fictitious names, always with the approval of the client. Some turn out very well, some fairly well and some not so well. I will not “cherry pick” just the successes, but plan to write of some that do not accomplish their goals, assuming I can ...
Carnival of Financial Planning – Edition #150
takes a long-term view of personal financial planning for individuals and families. We focus on efficient and sustainable personal financial planning practices that can lead to lifetime financial security. This edition is arranged by subject heading, so that you can browse efficiently. Enjoy! The Skilled Investor , Editor Matt T. Henterly presents How to Use the SimpleChecking Free Online Finance Tool posted at The SimpleChecking Blog, saying, “ is a free online tool that allows users to track income and expenses and organize household finances.” Learn Save Invest presents The Best Financial Advice market research, surveys and trends
Welcome to GRABBBR! (Giveaway contest with several prizes)
If you are a personal finance enthusiast, you probably already know that there are TONS of quality bloggers out there offering stellar financial advice.  What you may or may not know is over the last few years, there has been a rise in the sub niche of Bible based personal finance bloggers.  These bloggers base their financial advice and principals on the fundamental truths found in the Bible.  Regardless of religious affiliation, many have been helped by these bloggers as the Bible advocates core personal finance principles such as giving, savings, and diversification to name a few. Several of us have partnered together to ... market research, surveys and trends


Five Upcoming Tax Hikes and What They Mean to You
I know. Tax season just concluded and the last thing you want to hear about is taxes. I understand, but think of it this way – right now, while this stuff is fresh in your mind, is the best time to start considering what the future holds. So…are you ready?  Take a deep breath and read on. We heard it over and over again from candidate Obama during the 2008 Presidential campaign: “I will not raise taxes on any single person earning under $200,000 or family making less than $250,000 a year.” Of course the implication is, “If you make over those thresholds, watch out!” The Obama administration has a great opportunity to ... industry trends, business articles and survey research
What is “Strategic Default” and Should You Consider It?
Strategic Default, according to Wikipedia, is “the decision by a borrower to stop making payments (i.e. default) on a debt despite having the financial ability to make the payments.”    This practice is particularly associated with residential and commercial mortgages in which, because of a substantial drop in the value of the real estate, the property is worth less than what is owed against it and is expected to remain so for the foreseeable future. According to a recent study by the Chicago Booth/Kellogg School Financial Trust Index, nearly one-third of all current mortgage loan defaults are considered strategic.  ... industry trends, business articles and survey research
'The Flight of the Century' Book Excerpt
Dow Jones Reprints: This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers, use the Order Reprints tool at the bottom of any article or visit In July President Coolidge, having made Lindbergh's notion of ocean-based airports, or seadromes, an important part of his newly ambitious program for international aviation, took pains to inform the public that his program had been cleared by Colonel Lindbergh, who would be given whatever assistance he required "to induce foreign countries to cooperate in the ... market trends, news research and surveys resources
401(k) Fees Gain a Bit of Clarity
statement, do this experiment: don’t just look at your latest balance. Try to figure how much you’re paying in fees. How would you design your 401(k) statement? What kinds of fees would you like to see disclosed? Share your thoughts. It’s not necessarily easy, right? If you’re lucky to work at a large company that uses a big 401(k) provider like, say, Vanguard, the fees you pay may not require much decoding. But for many workers, particularly those at medium and small companies, coming up with a figure could involve a phone call or two, wading through a fair bit of paper and fumbling for a calculator ... market trends, news research and surveys resources


About the Book About the Author
more than 250 color graphics by Jackson Lin present nearly 80 years of current ... Farrell, JD, PhD, personal finance columnist, [...], and author of The ... technology research, surveys study and trend statistics
Curriculum Framework: The Connecticut framework for a content area ...
Business and Finance Technology Education Frameworks. 2009. Personal Finance. Content Standard 1 – Personal Decision Making. Apply reliable information and ... technology research, surveys study and trend statistics
Personal Finance Page
In addition to my teaching computer science, from time to time I've given an "off-topic" lecture about personal finance. This material is a brief overview of we will cover in EC 171: Personal Life Cycle Economics . Check out the EC171 website for details. The only investment guide you'll ever need, by Andrew Tobias. The title only begins to describe this excellent book. More than just discussing investing, Tobias explains with examples the ways to organize one's income and savings; how to control expenses; and how not to get taken for a ride by unscrupulous salespeople peddling ill-advised investments.
  1. profile image Creditnow The Everything Guide To Personal Finance For Single Mothers Book: A Step-by-step Plan for Achieving Financial Inde...
Which books and/or blogs on personal finance have you found most ...
In addition to the Wall Street Journal and Investor’s Business Daily, I have found the following list of the books I have found helpful to me as a financial planner. Many are histories and case studies on what went wrong in the past, so I can better recognize trouble spots to avoid in the future. “The Millionaire Next Door” by Thomas Stanley and William Danko. This book does an excellent job explaining the difference between income and wealth. I cannot possibly recommend it more highly. “Tools & Techniques of Financial Planning” by Stephen Leimberg, et al. This is a very good broad introduction ...
Personal Finance 101 | Ask MetaFilter
My husband and I are not particularly good with money. We earn it, we spend it, and as long as we've got a little in the bank we feel all right about it. This has worked okay for the last few years, but it's not particularly sound fiscal policy. Together, we realize that we need to learn how to handle our finances more adeptly. How to budget, how to save, how to clean up our somewhat checkered credit history, and how to afford a house without mortgaging ourselves up to our eyeballs. We have a good income -- enough that we're paying down our debt, keeping up with our bills and increasing our savings a little -- but ...