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How Prepared Are You for Later-Life Health Care Costs?

When you’re young and healthy, it’s hard to envision how much you'll have to spend on health care costs in your later years. Besides, there will be time to think about that later, right? And yet, as with so many things,
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Money Roundup: 2 Types of Bear Markets, Lessons Learned, and More

The markets may be in a tizzy, but "consider the lilies of the field, how they grow: they neither toil nor spin, yet I tell you, even Solomon in all his glory was not arrayed like one of these" (Jesus in Matthew 6:28-20).
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Money Roundup: Cash Is No Longer Trash, Resisting the Lure of Mammon, and More

Here's the Roundup — a day early this week (we'll post the DAA and Sector Rotation updates tomorrow). Wall Street finds new value in cash as global fears weigh on markets (Wall Street Journal). As stock prices wobble
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Money Lessons From Mom and Dad

Even if parents never teach their kids overt lessons about finances, how mom and dad use their money will speak volumes.
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How to Minimize the Cost of Early IRA Withdrawals

Discover how to make early IRA withdrawals while avoiding the taxman — or at least minimizing his take.
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Helping Your Kids Find Their Way

Learn about two resources that can help teenagers make good decisions about choosing a career field.
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Controlling What We Can

The Covid-19 pandemic has taken a financial toll on many households. For example, a recent Fidelity study found that a quarter of U.S. adults are less confident than they were before the pandemic that they will eventually
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Money Roundup: A Safe Investment That Pays Nearly 10%, Your Portfolio Isn’t a Financial Plan, and More

The SMI office is closed tomorrow in observance of Good Friday. We're posting this week's Roundup today. The safe investment that will soon yield almost 10% (Wall Street Journal). U.S. Treasury I Bonds purchased
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When Inflation Hits Home

The mayor of my city sent me a letter last week. Well, actually, he sent it to all homeowners and residents. He informed us that the city council just voted to raise taxes. The move is necessary, he said, because the
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Money Roundup: An Unsettling 1st Quarter, a Big Bank Predicts a Recession, and More

The Roundup is making a midweek appearance this week. (On Friday, we'll post the monthly update for SMI's Fund Performance Rankings and Personal Portfolio Tracker.) We hope you find these articles to be interesting and
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