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Wise Stewardship Includes Having a Will That Protects Your Children

Many people haven’t drafted a will because they think wills are only for the wealthy. Scripture, however, teaches that responsible stewardship isn’t a function of the size of one’s wealth. Stewardship is about obedience
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SMI Private Client Classic: Personal Portfolio Management Is Now Available to All

Six months ago, SMI Advisory Services announced that professional management of individual accounts using the SMI strategies was being offered for the first time. SMI members responded
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Managed Payout Funds: Mutual Funds That Pay Like an Annuity

Building your retirement nest egg is a years-long challenge. Then comes another challenge: managing your retirement money in such a way that it lasts for the rest of your life (or even longer) and withstands the corrosive
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September Sightings

Rising and Falling Uncertainty Worries abound, from Chinese trade wars…to midterm campaign-related uncertainty…. [But] I’ve crunched data since long before PCs arrived, [so I know that] the Standard & Poor’s 500 index has
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The Nuts and Bolts of a Roth IRA Conversion

Moving retirement money from a Traditional IRA, 401(k), 403(b), or other tax-deferred account to a Roth IRA is a bit like refinancing a home mortgage: you get long-term benefits, but only if you’re willing to bear
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Gap Between Retirement Confidence and Preparedness Still Very Wide

The number of today’s workers who are confident they’ll enjoy a secure, comfortable retirement continues to be at odds with their actual preparedness, according to the latest annual Retirement Confidence
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Catching Up on Retirement Savings

Way back when, you may have learned this formula in a math or science class:  P=F/A — pressure equals force divided by area.  Think of the difference between a garden-hose nozzle on the "shower" setting and a pressure
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A Road Map to Retirement Plans for Small-Business Owners

Did you know that according to the National Center for Health Statistics, the average 65-year-old man today can expect to live at least 18 more years, while his similarly aged wife can expect to live more than 20 more
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Money Roundup: A Retirement Surprise, What Matters Most When Withdrawing From Retirement Accounts, and More

Our latest picks for the best investing and personal finance articles from around the web — a rare Monday edition since we had strategy updates last Friday.
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The High Cost of Dying

Christians can declare confidently, along with the Apostle Paul, that “to die is gain” (Philippians 1:21). Even so, the end of our mortal lives does carry a cost — literally. Almost everything connected with the death of
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