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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Envestnet's MoneyGuide — the planning software available to SMI Premium-level members — is now even better. The software's new MyBlocks™ system offers a simpler "onboarding" process for first-time users plus helpful new
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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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What people truly treasure about this time of year can’t be gift-wrapped and placed under the tree.
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While thumbing through some old blog posts today, I found this one I wrote a decade ago. It definitely has information worth repeating!
Research from the National Marriage Project at the University of Virginia shows that
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High car-buying and ownership costs can slow your progress toward saving for retirement, increasing your giving, and achieving other financial goals.
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Tracking performance details for your overall portfolio usually requires gathering information from multiple accounts and trying to put it all together into a unified whole. An online tracking platform can make that task
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An allowance enables a child to experience the real world of money management. There’s nothing like having cash in their hands to help kids learn about money.
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A college education doesn't come cheap, and a lot of the expense these days is funded with debt that can take a decade or more to pay off.
Is going to college really worth it?
I had the opportunity to discuss that topic
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Mildred Smith of Stockbridge, Ga., answered the phone (not her real name but the story is true). “Señora Smith,” said a serious voice on the other end, “This is Rafael Lopez with the Mexico City police. Your grandson is
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