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How to Think About Money

Jonathan Clements wrote a personal finance column at The Wall Street Journal for nearly 20 years. He also spent six years as Director of Financial Education for Citigroup’s U.S. wealth-management business. He is the
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Protecting Your Financial Assets by Stepping Up Your Cybersecurity

.white-font { color: #FFF; } Maybe you used to keep a spare house key under the welcome mat (or a nearby rock) in case you got locked out. Few of us do that anymore. We’ve grown too concerned about home security. But
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It May Be Time To Review Your Estate-Planning Documents

As a financial planner, one of my responsibilities is to keep up with legislative changes and their effects on clients. Estate planning is an area where change is so frequent—and so confusing—it’s a challenge to stay
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SMI on the Radio – Investing with the Long-Term in Mind

One key to becoming a successful investor is to "keep your eyes up and [looking] over the horizon" — as SMI Executive Editor Mark Biller explains on today's MoneyWise radio program. Only by maintaining a long-term look
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Money Roundup: The End of the Trump Rally, The Fear of Falling, and More

This week’s SMI picks of some of the best investing and personal finance articles from around the web. The end of the Trump rally has a silver lining (Bloomberg). Do markets really care about headlines and
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A SMarT Way To Boost Your Saving and Investing

Today’s American workers are being forced to shoulder a much higher level of responsibility regarding their retirement finances than past generations. With Social Security projections showing significant shortfalls
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“We Can’t Live On One Income!”

It’s been more than 20 years since this article was first published in Sound Mind Investing, yet it’s as timely and relevant as ever. We trust it will be a great encouragement to anyone considering going from two incomes
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When Premarital Agreements May Be Appropriate

John, age 60, lost his wife to cancer four years ago. He remarried last year. He now finds that he also has cancer. When he visits his attorney to update his will, he learns that, unless his new wife agrees to a change,
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SMI on the Radio - Teaching Kids About Money

As with so many topics, Christian parents are in a tug of war with our culture when it comes to teaching our kids about money. And guess who's winning? Research about the financial attitudes of children ages 9-14 conducted
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What If You Can’t Pay Uncle Sam?

No one likes unexpected expenses, especially large unexpected expenses. This time of year, one such expense can be income taxes. You’re probably aware of this year’s April 18 filing deadline, but maybe you weren’t prepared
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