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Updated Bonus Report on IRAs, 401(k)s, and Social Security

Now that the new tax law is in effect, we've updated several aspects of our free Bonus Report titled "IRAs, 401(k)s, and Social Security: A Retirement Planning Primer." The updated report is available in the "Resources"
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Attention Husbands: You Should Know About SMI’s Ministry to Widows

In the mid-1990s I was in talks with Moody Publishers about the possibility of writing a second book. They asked what topics interested me, and among the ideas we discussed was a book tailored to the financial needs of
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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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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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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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Avoiding an Unnecessarily Frugal Retirement

Experts frequently warn that most people are not saving enough for retirement. And for good reason. According to the Employee Benefit Research Institute (EBRI), many workers closest to retirement have far too little set
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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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Healthcare-Sharing Ministries and Medicare

In response to our November-issue article Bridging the Gap: Covering What Medicare Doesn’t Pay, a reader asked for a follow-up piece on “using a Christian health sharing plan as a supplement to Medicare.” We’re happy to
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Bridging the Gap: Covering What Medicare Doesn’t Pay

Many people assume Medicare pays for all medical expenses of America’s seniors. That isn’t the case and never has been. The program — modified only slightly since being launched more than a half-century ago in 1965 — was
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Your Employer-Sponsored Retirement Plan

For many of us, a workplace retirement plan offers a tremendous opportunity to build wealth. But workplace plans can be confusing. Although most plans fall into one of two broad categories, within those categories there
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