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Carnival of Financial Planning – May 16, 2009 Edition

Welcome to the May 16, 2009 edition of the Carnival of Financial Planning.

Today I’m having the pleasure of hosting the Carnival of Financial Planning on The Personal Financier. The Carnival of Financial Planning takes a long-term view of personal financial planning for individuals and families. We focus on efficient and sustainable personal financial planning ractices that can lead to lifetime financial security.

If this is your first time here, at The Personal Financier, welcome! Please check out my Top Posts and consider subscribing to RSS Updates.

This edition is arranged by subject heading, so that you can browse efficiently.

Enjoy!
This Edition of the Carnival was kindly edited by The Skilled Investor.

Budgeting

Barry presents Tips To Curb Impulse Buying posted at Associate Money.

Beth Dargis presents What to Do When Laid Off posted at My Simpler Life – Simple Living, saying, “What steps can you take to help your finances when you get laid off”

Silicon Valley Blogger presents The Dave Ramsey Budget: Budgeting Tips For Successful Savers posted at The Digerati Life

Pasadena Financial Advisor presents Financial Planning Reading List posted at Pasadena Financial Advisor, saying “When I work with clients to develop their customized lifetime
financial and investment plans, they often ask what they should read to improve their financial literacy. This article provides a list of recommended reading from among the many hundreds of articles that I have authored in the past several years.”

Economics

Dana presents Is the Era of Rising Real Estate Prices Over? posted at Investoralist, saying, “Is this the end of rising real estate prices? Some demographic factors to consider.”

Dorian Wales presents On Causality and Correlation in Economics posted at The Personal
Financier
, saying, “Causality is perhaps the most fundamental element of empirical evidence available to economists. However, it is also the source of many misconceptions due to its elusive nature.”

PicktheBrain presents Gallows Humor: 21 Economy Inspired Cartoons posted at School Loans.

Estate Planning

Tushar Mathur presents Getting finances in order posted at Everything Finance,
saying, “Keeping organized records is a gift to your family and to yourself. It helps ensure that your wishes are followed, that your assets are accounted for, and that your money is available to meet your family’s needs in a timely fashion.”

Financial Planning

The Dough Roller presents Dave Ramsey Unleashed: How to Apply Ramsey’s ‘Baby Steps’ to Grown Up Finances posted at The Dough Roller, saying, “See how to apply Dave Ramsey’s Baby Steps for those already on their way to retirement.”
Todd presents FMyLife Financial Advice posted at Gloomberg News, saying, “Some of the most valuable lessons are learned when things hit rock bottom. FMyLife & Gloomberg present you with 3 Financial Mistakes and How to Prevent them!”
FMF presents Free eBook — Everything You Ever Really Needed to Know About Personal Finance On Just One Page posted at Free Money Finance, saying, “The key’s to financial success are very simple to detail and understand.”

Tushar Mathur presents How to choose a financial planner posted at Everything Finance,
saying, “There’s retirement to plan for and college tuition for the kids. Insurance. Estate planning. And, oh, don’t forget a wedding for your daughter. If all this sounds familiar, it may be time for you to start shopping around for a financial planner.”

Financing a Home

Dan Green presents Trends: Mortgage Rates Tend To Rise Between May And August posted at The Mortgage Reports, saying, “If history is an indicator, mortgage rates won’t be this low again until after the summer.”

Alex Fotopoulos presents When is it Smart to Refinance a Mortgage? posted at My Trader’s
Journal
, saying, “Some key points to consider when refinancing your home.”

Financing Education

Patrick @ Military Money presents Watch Out For Stimulus Check and Government Grant Fraud! posted at Military Finance Network, saying, “Tips on how to guard your identity and avoid online rip off scams like the infamous government grant scheme.”

Ted presents Saving Money: 50 Tips for College Students posted at CampusGrotto, saying, “50 ideas on ways to save money as a college student.”

Income

KCLau presents The Most Common Habit of Rich People posted at KCLau’s Money Tips, saying, “About the common habits of the rich”.

Investing

ABC presents Commodities posted at ABCs of Investing, saying, “A brief explanation of commodities.”
Manshu presents Value Traps posted at OneMint.

Zach Scheidt presents Synaptics Staying Ahead of Expectations posted at ZachStocks,
saying, “Synaptics Incorporated (SYNA) manufactures touchscreen and touch pad technology used on iPhones and laptop mouse applications. The company is beating estimates and the stock should offer an exceptional opportunity.”

Frank Vertin presents Just Buy Index Funds Directly posted at No Load Index Funds, saying, “Buying an S&P 500 index fund through an investment counselor can substantially increase your initial purchasing costs and and drive up your annual management expense fees. Unfortunately, the vast majority of individual investors buy mutual funds and ETFs through
brokers and investment advisers. Rarely do financial advisors recommend that you buy index funds with low fees. This is because low cost, no load mutual funds do not pay them as well as loaded, high fee mutual funds.”.

Four Pillars presents BMO InvestorLine Discount Brokerage Review posted at Quest For Four Pillars, saying, “Review of BMO InvestorLine discount brokerage.”

Dividends4Life presents PepsiCo Sustains Its String Of Dividend Increases posted at Dividends Value, saying, “Dividend investors love companies that can sustain consistent
dividend growth through the good times and the bad. For three years in a row PepsiCo (PEP) has been named to the Dow Jones Sustainability Index in recognition of the company’s economic, environmental and social performance.”

Four Pillars presents Asset Allocation – Include Future Contributions? posted at Quest For Four Pillars, saying, “Can a small investor ignore asset allocation?”

Alex Fotopoulos presents SPY Chart – Premarket posted at Chart Analysis, saying, “Chart of the large S&P 500 ETF, SPY. Alex analyzes the SPY chart using trend lines, moving averages and the Williams %R indicator.”

Larry Russell presents 7 Ways to Pick the Best Noload Mutual Funds and ETFs posted at NoLoad Mutual Funds, saying, “Taken as a whole, the vast body of investment research studies show that there really are better approaches to buying and owning mutual funds and ETFs. You do not need to frantically chase fund performance. Performance chasing simply does not work.”
Four Pillars presents Transfer In Kind posted at ABCs of Investing, saying, “An explanation of transfering your investments “in kind”.”
Praveen presents Successful Trading is About More than Generating A Buy Signal.. posted at Stock Trading Riches, saying, “FINBLOGGER – When buying stocks, your initial purchase is the
least important part of successful investing. Your return is determined by how well you manage the trade – i.e. knowing when to add to your position and when to take profits.”

ABC presents Warning – Not All Index Funds and ETFs Are Low Cost posted at ABCs of Investing, saying, “Some index funds and etfs are too expensive.”

Wally Fouse presents 7 Ways to Pick the Best Noload Mutual Funds and ETFs posted at Best Index Funds, saying, “The vast body of investment research studies show that there really are better approaches to buying and owning mutual funds and ETFs. You do not need to frantically chase fund performance. Performance chasing simply does not work.”

Praveen presents Options Basics posted at Stock Trading Riches, saying, “FINBLOGGER – A blog reader asked me this question: Can any one explain about options trading in a simple manner?”

Richard M. Rothschild presents Low Cost Taxable Bond Mutual Funds posted at Best Bond Index Funds, saying, “The top 14 low cost taxable US fixed income funds with a $10,000 or lower initial deposit. Low investment management fees are very important with fixed income funds. Simply put, if you pay higher bond mutual fund fees, then these bond management expenses tend just to be a deadweight loss to you. When you pay more in bond mutual fund
fees, you are just wasting your money.”

Zach Scheidt presents IntercontinentalExchange (ICE) Sharply Higher on Earnings posted at ZachStocks, saying, “IntercontinentalExchange, Inc. (ICE) reported earnings and investors bid the stock higher. Futures clearing and Credit Derivatives Swaps accounted for much of the strength. Management has an excellent track record with acquisitions.”

MoneyNing presents TradeKing Review posted at Money Ning, saying, “TradeKing is quickly becoming one of the best stock brokers out there. Find out why.”

Alex Fotopoulos presents DIA 3 Month Chart – April 29, 2009 posted at Chart Analysis,
saying, “Alex charted the Dow Jones tracking ETF, DIA, this week and highlights where near term resistance could surface.”

Alex Fotopoulos presents RSP Chart – May 7, 2009 posted at Chart Analysis, saying, “Alex analyzes the RSP chart for the past three months to attempt to pick an entry point.”

Zach Scheidt presents Bankruptcies, M&A, and Playing Defense posted at ZachStocks,
saying, “A discussion on current economic reports and their effect on the markets, Bank stress tests as a catalyst for selling, and defensive strategies to protect your portfolio from losses.”

Managing Debt

Madison presents Making Home Affordable Q & A posted at My Dollar Plan.

Pinyo presents 7 Steps Debt Reduction Illustrated posted at Moolanomy, saying, “Illustrative guide to help you effectively manage and pay down your credit card debt”

KCLau presents Do You Have a Wedding Debt? posted at KCLau’s Money Tips, saying, “Most couples want to begin their married life auspiciously and free from the problems. However, it is not uncommon to hear about married couples who go into debt just to get married. Article explores the reasons.”

Miscellaneous

GrrlScientist presents Tough Love for City’s Homeless: Pay Rent or Get Out! posted at Living the Scientific Life, saying, “Sounding like a story that is fresh out of the satirical newspaper, The Onion, the eighth richest person in America tells thousands of homeless families in NYC to pay rent to live in a shelter or GET OUT!”

Retirement Planning

Darwin presents Start Investing Today: An Amazing Comparison of 25 vs 35 Year Old Starters posted at Darwin’s Finance, saying, “This article shares some poignant numerical and graphical
representations of the stark differences between an investor/saver starting at 25 vs 35 years old.”

Risk Management and Insurance

nickel presents How to Save Money on Car Insurance posted at fivecentnickel.com, saying, “Six surefire tips for reducing your car insurance premiums.”
puneetkapoor presents UNDERSTANDING RISK posted at KuberKhana -Indian Stock Fundamental Analysis, saying, “If we understand risk, we prosper.”

Silicon Valley Blogger presents Lower Your Car Insurance Rates! How To Cut Insurance Premiums In Half posted at The Digerati Life, saying, “I offer some suggestions and tips for lowering your car insurance and keeping your car related costs (and budget) to a minimum.”

KCLau presents Bad Experience of Car Insurance Claim posted at KCLau’s Money Tips,
saying, “a story of bad experience with vehicle insurance claim”
MoneyNing presents 20 Different Areas to Think About for a Cheaper Auto Insurance Policy
posted at Money Ning, saying, “Insurance is something we usually forget, yet we pay quite a
bit for it regularly. If you can spend a few minutes and save big, why not?”

Savings

The Skilled Investor presents Most Individual Investors Are Poor Personal Portfolio Managers Personal Investment Management posted at Personal Investment Manager,
saying, “Investors more easily understand investment costs that are directly measurable, such as fees deducted on investment statements. However, many investors ignore or are unaware of the opportunity costs of their sub-optimal investment behaviors. Opportunity costs are usually much more difficult to measure directly, but these investment costs can be even higher than more visible investment fees.”

Taxes

Robert D Flach presents HERE’S SOMETHING TO THINK ABOUT posted at THE WANDERING TAX PRO.

Barb A. Ryan presents Asset Allocation, Investment Asset Tax Location, and Emergency Cash Management posted at Independent Financial Planner, saying As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to locate your investment asset allocation with respect to more optimal taxation. This article will discusses some ideas about where and how to hold your cash assets and how to make emergency cash available.”

That concludes this edition. Submit your blog article to the next edition of Carnival of Financial Planning using our carnival submission form. Past posts and future hosts can be found on our blog carnival index page.
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