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Category: Personal Finance

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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Money Roundup: What the SECURE Act Means for Your Retirement Accounts, 2020’s Ultimate Market Playbook, and More

Happy 3rd Day of Christmas! (On the Western church calendar, the Christmas season begins December 25 and extends through January 5 — hence the 12 Days of Christmas.) Here's our final Roundup of the
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The New Law of the Land on RMDs, IRA Contributions, Stretch IRAs, and More

Shoppers aren't the only ones hustling and bustling as Christmas approaches. The U.S. Congress speeded up its typically glacial activity and approved the SECURE Act last week, serving it up just in time for the Christmas
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A New, Better Process for Getting Started With MoneyGuidePro

MoneyGuidePro®— the planning software available to SMI Premium-level members — is now even better. MGP's new MyBlocks system offers a simpler "onboarding" process for first-time users plus helpful new features for existing
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Ordinary People Who Have a “Financial Superpower”

Being a “super saver” won’t help protect the Earth against evil aliens. But substantial savings can guard against personal financial disaster and help you meet long-term goals.
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SMI on the Radio: Your Top Financial Moves for the New Year (audio and transcript)

Will 2020 be a year of financial progress for you? SMI executive editor Mark Biller offered ideas on how to make the most of your money in the year ahead, as he spoke yesterday with hosts Rob West and Steve Moore on Moody
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Money Roundup: Removing “Uncertainty,” Do Not Expect the Roaring 20s, and More

Here's our 12-days-before-Christmas Roundup of helpful reads on investing, personal finance, and stewardship...
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Money Roundup: Schwab Flexes its Muscles, The Best Investment You Can Make, and More

Wow! It's beginning to look a lot like Christmas (to coin a phrase ). Here's our holiday weekend Roundup of read-worthy articles on investing, personal finance, and stewardship. Enjoy! Schwab muscles its way to the top
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Getting What You Really Want for Christmas

What people truly treasure about this time of year can’t be gift-wrapped and placed under the tree.
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Giving Gifts to Your Grandkids That Will Be Long Remembered

If you’re considering more than a small gift that fits under the tree this year, here are two suggestions.
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