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Category: Personal Finance

Money Roundup: Mandatory Financial Literacy Courses, Why Small Costs Matter, and More

Here's an early summer Roundup of interesting articles from around the web. (We're publishing the Roundup a day early this week. Our end-of-the-month DAA & Sector Rotation updates will be posted
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The QCD: A Giving-Related Tax Break Available to Older Taxpayers

If you're over 70½ and have an IRA, here's a simple strategy that could reduce your tax burden while also enabling you to donate greater amounts to a church or charity.
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Should You Invest Using a Taxable Account?

SMI frequently emphasizes the value of investing via tax-advantaged retirement accounts. But taxable accounts have advantages too. Here are a few of them.
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What’s the Best Financial Advice You’ve Ever Received?

Is there a piece of financial advice that's changed your life? The Wall Street Journal put that query (paywall) to 16 people who now make their living in some sort of financial occupation, from investment advisors to
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SMI on the Radio: Investing in a College Education (audio and transcript)

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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Money Roundup: Raising the RMD Age to 72, Long-Term Investing is Boring AND Thrilling, and More

Here's our summertime-is-just-around-corner Roundup of recent articles on investing, personal finance, and stewardship. Pull up a lawn chair, pour yourself a glass of lemonade, and enjoy!  Will raising the age for
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Roundup: Moving Savings to Higher-Paying Online Banks, Paying Off Your Mortgage, and More

Here is our weekly Roundup of worthwhile reads on investing, personal finance, and stewardship — served up a day early this week. (Tomorrow, we'll post our end-of-month updates for SMI premium-level members who are
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Is a College Education Still Worth the Investment?

Investing in a post-secondary education involves risk, especially if borrowed money is involved. To manage that risk, parents and students should re-think the assumptions that have guided post-high-school choices for
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Banking With Your Church

Some Christian denominations offer savings-type accounts, then use the money from savers to make low-interest loans to denominational churches, seminaries, and missions organizations.
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Do Not Covet What Thy Facebook Friends Have, and Other Points to Ponder

Do not covet what thy Facebook friends have “Spending is not the enemy, but when we allow social pressure or other forces to lure us into spending beyond our means, it can impact long-term financial stability and become a
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