If you look around the Internet for long you’ll quickly see that there’s no shortage of personal finance blogs. Sorting through them to find a unique message can be challenging. What makes it more difficult is that many personal finance writers simply don’t have a firm grasp on the subject matter.
When I read an article I want it to be informative and fresh. I want to be able to finish reading and feel that I have either learned something or have been given a fresh perspective on a familiar subject.
After 13 years in the industry, I’m still learning new stuff all the time – probably because I read a lot. But I don’t trust this inflow of information to just anyone. There’s a lot of “fluff” and posers on the Internet.
My List of Must-Read Financial Advisor Blogs
These are the bloggers that I read on a weekly basis. They aren’t just your run-of-the-mill bloggers, either. Everyone on this list is also a practicing financial advisor. They understand their subject from the unique perspective that only someone who works in this field can.
If any of these bloggers put out a new article, I’m usually reading it within a few hours.
Here they are in no particular order.
Castlebar Asset Management – Andrew Comstock, CFA
Andrew’s journey to becoming a financial advisor didn’t start like most. He began his career as a portfolio manager for a mutual fund. Today, Andrew has over a decade of experience analyzing financial markets and helping clients achieve their financial goals.
Follow Andrew on Twitter now @CastlebarAM
Percension Wealth Advisors – Brian Betz, CFP®
Brian’s practice is in the Seattle, WA area. Each week he publishes his “Weekly Market Thoughts” article that I read. This is a great resource of condensed information to help me keep up with the quickly changing markets.
Brian often includes a lot of great charts and data to bolster his articles. Be sure to read It Is Crunch Time – Weekly Market Thoughts and At This Rate, Anything Can Happen – Weekly Market Thoughts.
Find Brian on Twitter for more @Percension
Finance and Flip Flops – Daniel Zajac, CFP®, AIF®, CLU®
Daniel has a lot of great articles on a variety of financial topics at Finance and Flip Flops. Many of them are fun and informative at the same time. Take, for example, Why Your Coffee Could Actually Cost You $165,000 or If Financial Planning Were a Cleanse Diet.
Daniel enjoys speaking about financial topics and has taught financial courses on succession planning, financial planning, Social Security, and more.
Daniel’s articles are also on Twitter @
The Astute Advisor – David Waldrop, CFP®
David’s focus on answering a number of financial questions on his blog makes it a truly worthwhile read. Moreover, he provides a balanced perspective on financial topics. For example, take a look at Is it Better to Buy a Home or Rent? There, he goes over the advantages and disadvantages of renting and buying. Another great example would be Should I Pay Off My Mortgage Early or Invest?
David specializes in financial planning and consulting. His experience and practical approach shines through on his blog.
See David’s new blogs on Twitter @
Sound Retirement Planning – Jason Parker, CRFA™
This is primarily a radio show (and podcast) and secondarily a blog. Jason is a Certified Retirement Financial Advisor™ who specializes in wealth management for retirees – which naturally flows into the content he develops for his blog and radio show.
Jason believes in putting faith, family, and friends before finances. He includes up-to-date information regarding financial topics on his blog (such as the changes for the claiming strategies for Social Security) and helps people keep finance in perspective.
Like Jason’s Facebook page for more Sound Retirement Planning
Getting Your Financial Ducks in a Row – Jim Blankenship, CFP®, EA
Of everyone on this list, I think I’ve been reading Jim Blankenship’s blog the longest. In addition to authoring several books, he’s an expert on multiple retirement topics. There are a few people who know more about Social Security than I do . . . and he’s one of them.
Jim writes very thorough articles on critically important topics including how to come up with how much income you’ll need in order to fund your retirement and Social Security strategies that are still available.
Stay up to date with Jim on Twitter @
Your Richest Life – Katie Brewer, CFP®
Katie started Your Richest Life with young professionals in mind – believing that they should have a financial coach, too. She offers fee-only services and helps her clients with retirement planning, paying off debt, and more.
She offers many articles geared toward younger folks, including Estate Planning for Young Families and Smart Ways to Save for College. You’ll find, however, that many of her articles apply to older folks as well.
Katie is active on Twitter @
Innovative Wealth – Kirk Chisholm
Kirk is an expert in portfolio management and investment analysis – and it shows in his blog posts. Kirk explores not only stock market investments, but recently provided a big list of alternative investments on his blog. He also regularly posts his “Inflation Monitor,” which exhaustively outlines inflation in a given month (see Inflation Monitor – December 2015 for an example).
Kirk believes in providing clear, easy to understand explanations of financial options to all of his clients. Make sure to check out his work.
Interact with Kirk on Twitter @
Nerd’s Eye View – Michael Kitces, CFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL®
I first met Michael at a conference in Austin, TX. It’s funny now, but at the time, I’d never heard of him. Obviously, my head was buried deep in the sand. I quickly found out that I was about the last person in my industry that was not familiar with him. His articles are read by nearly 15,000 financial advisors on a weekly basis – and for good reason.
His “weekend reading articles for financial planners” are packed full of timely, relevant information. Read these, and you’ll learn more than you can imagine. Additionally, he has fantastic articles diving deep into concepts such as how portfolio rebalancing usually reduces long-term returns (but is good risk management anyway).
Don’t miss a thing from Michael, he’s on Twitter @
Schulz Wealth – Robert Schulz, CFP®
Robert provides discretionary portfolio design, implementation, and execution on a fiduciary basis. He is committed to providing exceptional customer service for his clients.
Robert utilizes his experience with clients not only for his clients’ benefit, but also for the benefit of those who read his blog. Take, for example, Finding Your Own Definition of Financial Success or Security Measures – Your Investment Adviser and You. These articles – and more on the blog – are packed full of practical insights designed to help you make better decisions with your money.
Rob’s Tweets can be found here @
The Retirement Answer Man – Roger Whitney, CFP®, CPWA®, CIMA®, AIF®
This is a podcast and blog designed to help you plan well for a great retirement. Roger’s on a mission to help you plan out the retirement of your dreams.
Be sure to check out some of his latest podcasts and blog posts including Five Reasons to be Thankful Interest Rates are Going Up and How to Evaluate When to Take Your Pension. Roger’s podcasts are sure to be helpful while you’re on the go.
Join Roger on Twitter @
Wealthcare for Women – Russ Thornton, CDFA
Russ has taught me a lot about issues specific to women. If you’re a woman or want to learn more about financial issues that women go through, make sure to read his blog.
Tweet Russ on Twitter @
TimMaurer.com – Tim Maurer, CFP®
Tim is an advisor, author, and speaker. He is a regular contributor for CNBC, Forbes, and TIME/Money. Tim believes that “personal finance is more personal than it is finance.”
On his blog, you’ll read about the latest happenings in finance and more. Take a look at Congress Eliminates Two Popular (and Profitable) Social Security Claiming Strategies and If You Don’t Like The Market Today, Just Wait Until Tomorrow. You won’t be disappointed.
Tim is on Twitter @
Thank you for taking the time to check out these blogs. I’m confident you’ll get a lot out of them just as I do.