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Fleeing Complexity, Pursuing Simplicity

I've been helping a relative work through some financial challenges. I discovered early on that her finances were way too complicated — and by that, I don't mean she had complex investments. Instead, she had an abundance
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Tracking Your Portfolio

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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Retirement Planning for Singles

Being single puts the responsibility of preparing for your later years squarely on your shoulders, especially if you don’t have adult children. So you need to have a plan.
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How to Give Your Kids an Allowance

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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Beware the Short Memory, and Other Points to Ponder

Crazy times “We are in such bizarre times, all bets are off. It is certainly not the time for ‘buy and hold’ unless your goal is to lose everything. If not, then you need an active, flexible, defensive investment strategy
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Money Roundup: Finding Financial Satisfaction, Don’t Lose Your Balance, and More

The August issue of the SMI Newsletter will be posted this Friday, so we're rolling out the Roundup a couple of days early this week. Enjoy!
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To the Moon

The weekend retrospectives celebrating the 50th anniversary of the first moon landing brought to mind a radio piece I wrote years ago when working for Larry Burkett at Christian Financial Concepts (later Crown Financial
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Money Roundup: Bad News is Good (and Vice Versa), the Price of Admission, and More

Here's the Roundup for this midsummer's day. Enjoy (and be sure to stay hydrated)!
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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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