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Money Roundup: How Much Less Can You Live on in Retirement? Ignoring What Other Investors Are Doing, and More

Here is our 11-days-before-Christmas collection of articles on investing, personal finance, and biblical stewardship. Enjoy!
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Money Roundup: Bitcoin Mania, How to Read Financial News, and More

Here's our latest linkfest: What is Bitcoin, and how does it work? (The New York Times). As Bitcoin continues to rise at dizzying speed, the NYT offers a newly updated explainer. Blockchain — The new technology of trust
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SMI on the Radio: Balancing Family and Work

Holding down a job requires a lot of time and energy. So does raising a family. For many of us, the job wins out — and we end up giving our spouse and children only what's left over. Today on MoneyWise, SMI Executive
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Your 10 Most Important Financial Moves for 2018

Here’s our annual round-up of planning suggestions for the new year. Take our broad list of ideas and narrow it down to your personal Top 10 for 2018. As you read, note the ideas that apply to your situation and put a
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Beware the Mutual Funds’ End-of-the-Year Tax Trap

December is the most dangerous time of the year for investors who own mutual funds in taxable accounts.* Here are some basics concerning taxes and mutual funds that can help you navigate what otherwise can be a tricky and
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Fixed Index Annuities: Understanding the Drawbacks

Imagine an investment with the stock market’s upside potential, but the downside protection of a bank CD. You can gain but not lose. Interested? That’s the marketing angle of the fixed index annuity (FIA), an
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How to Buy Low This Christmas Season (and Always)

It used to be easier for low-price shoppers to find the best deals. They had their go-to stores where they knew they could find the best prices — one store for shoes, another for electronics. Then it got even easier.
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No Love Lost on Today’s Bull Market and Other Points to Ponder

No love lost on today’s bull market “The VIX is too low, valuations are too high, the recovery is too old and the Fed is tightening. For an old market dude like me, that is a scary list.” – Jim Paulsen, Leuthold Group
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Money Roundup: Do-or-Die for Some Retailers,
Good (Investing) Behavior, and more

Here's the Black Friday edition of the Roundup, our weekly collection of links to worth-reading articles on investing, personal finance, and stewardship: Black Friday sales boost may not save struggling chains (Commercial
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Using the Tracker to Manage an HSA Investment Account

Just as the Personal Portfolio Tracker can be used to manage a 401(k) or other workplace retirement plan with limited investment choices, it can also be used to manage an investable Health Savings Account
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