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

Here's the Roundup for a midwinter's weekend. Enjoy!
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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,
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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
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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
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The New Law of the Land on RMDs, IRA Contributions, and More

Here's an overview of recent changes affecting required minimum distributions (RMDs), IRA contributions, inherited retirement accounts, and retirement-account investment options.
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Making Ends Meet: Essentials for Successful Budgeting

Budgeting isn’t simply tracking what you've already spent. For a budget system to be successful, you must be able to answer the question, “How much do I have left to spend in each
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Investing as a Couple

In some couples, one spouse makes all the investment decisions. In others, the spouses handle their own retirement accounts separately. A better approach is to work together.
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Money Roundup: Retirement’s Wobbly Three-Legged Stool, Preparing for Lower Returns, and More

Here's our latest collection of worthwhile reads on investing, personal finance, and stewardship. We hope you find them interesting and helpful!
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The State of Your Union

A friend told me last week that she and her husband had just completed their annual "State of the Union" meeting.  Around the first of each year — while enjoying a leisurely dinner at a quiet restaurant — they review the
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Roundup: What to Ask Before Buying an Annuity, Handing Off Your Investing to a Pro, and More

It's Money Roundup time! Here's our collection of some of the best recent articles on investing, personal finance, and stewardship.
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