Money Roundup: E-Trade Finds a Suitor, Steering Clear of Bad Decisions, and More
Here's the Roundup for a midwinter's weekend. Enjoy!
Category: Personal Finance
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,
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
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
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.
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
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.
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!
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
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.