Home >Articles

Category: Personal Finance

When a “Bucket Strategy” Shines

If you're retired, or close to retirement, having plenty of cash on hand allows you to take a bear market in stride. You can calmly wait for your stock-based investments to recover.
Continue Reading

Setting an Emergency-Savings Target

By protecting you during life's short-term financial storms, a well-funded emergency reserve helps ensure your longer-term financial well-being.
Continue Reading

Money Roundup: ETFs and the Coronavirus Crash, Wise Words on Surviving Bear Markets, and More

Here's this week's collection of worthwhile reads on investing, personal finance, stewardship — and even medical statistics. We hope you find these articles to be helpful.
Continue Reading

Money Roundup: Why the Fed Is Likely to Cut Rates Again, Pandemics and Portfolios, and More

As we wrap up another wild week in the markets, here's our latest collection of worthwhile reads on investing, personal finance, and stewardship. 
Continue Reading

Life Insurance: Which Kind Is Right for You?

The primary choice in life insurance is between “term” insurance (which expires after a defined period) and “permanent” insurance (which doesn’t expire until you do). Here's what you need to know to make that
Continue Reading

Is Your Home an Investment?

Whether you think of your house as an “investment” or an “expense” isn’t just a matter of semantics. Your view of home ownership likely will affect other financial
Continue Reading

Money Roundup: E-Trade Finds a Suitor, Steering Clear of Bad Decisions, and More

Here's the Roundup for a midwinter's weekend. Enjoy!
Continue Reading

Financial Advice From the Father of Our Country

With the markets closed today for Washington's Birthday, I'm reminded of some financial advice from our first president. It's in a letter Washington wrote to a Mr. James Welch — a man who owed Washington money. In 1797,
Continue Reading

What Could Hinder Your Financial Future?

What do you think is the number one “financial disruptor” — the most common event or situation people have experienced that has had a negative impact on their long-term financial plans? A health emergency? A lengthy bear
Continue Reading

Money Roundup: Alternatives to the Stretch IRA, The Right Time to Invest, and More

Here's our latest collection of interesting articles on investing, personal finance, and stewardship. Grab a cup of hot cocoa and enjoy! The Secure Act killed the stretch IRA — here are alternatives for your
Continue Reading