Tracking performance details for your overall portfolio usually requires gathering information from multiple accounts and trying to put it all together into a unified whole. An online tracking platform can make that task
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An allowance enables a child to experience the real world of money management. There’s nothing like having cash in their hands to help kids learn about money.
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A college education doesn't come cheap, and a lot of the expense these days is funded with debt that can take a decade or more to pay off.
Is going to college really worth it?
I had the opportunity to discuss that topic
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Mildred Smith of Stockbridge, Ga., answered the phone (not her real name but the story is true). “Señora Smith,” said a serious voice on the other end, “This is Rafael Lopez with the Mexico City police. Your grandson is
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Many SMI members have asked us to create materials suitable for a small group or Sunday School class. Done! Our new four-part video-based study equips people with the knowledge, confidence, and biblical foundation to
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Many couples arrive at the "empty nest" years short on retirement savings. But here’s the good news: this phase of life offers the opportunity to make unprecedented progress on your savings goals, while still enjoying life
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Each December, we offer planning suggestions for the year ahead. But this isn’t meant to be a one-size-fits-all list. It’s up to you to take our broad collection of ideas and narrow them down to your personal “Top 10” for
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What if your kids could have their retirement significantly funded before they graduated from high school? An impossible dream? Maybe not.
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September 26, 2018
Will Ertel, CFP®, CPA, PFS
Many people haven’t drafted a will because they think wills are only for the wealthy. Scripture, however, teaches that responsible stewardship isn’t a function of the size of one’s wealth. Stewardship is about obedience
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While preparing to do some teaching at my local church about managing money effectively as a couple, my research reminded me once again why money is often such a divisive issue between spouses. Study after study shows that
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