Each December, we offer planning suggestions for the year ahead. But this isn’t meant to be a one-size-fits-all list. It’s up to you to take our broad collection of ideas and narrow them down to your personal “Top 10” for
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Detailed planning is essential for the successful navigation of your later years, when paid work may cease completely or partially. And it can be tremendously helpful for your peace of mind as you move toward that season
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A 401(k) plan account is a tax-advantaged investment vehicle designed for the long haul. Setting money aside paycheck-by-paycheck, year-after-year, a worker steadily builds retirement savings. Sometimes this is accelerated
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Before you "take off" into your retirement years, it's wise to go through a retirement "preflight checklist" — as SMI executive editor Mark Biller explained yesterday on Moody Radio's MoneyWise Live. Mark also answered
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This year marks the 40th anniversary of the 401(k) retirement savings account. Well, technically, it’s the 40th anniversary of the Revenue Act of 1978, which is what made such accounts possible, with section 401(k) of the
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Just as significant market drops, such as the one we experienced last week, give all of us investors an opportunity to see how risk tolerant we really are, they also provide a valuable chance to see how having — or not
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Before takeoff, airline pilots go through a checklist to make sure the flaps are in the right position, there’s enough fuel, and everything else is as it should be for a safe flight.
While your retirement may not be a
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September 26, 2018
Will Ertel, CFP®, CPA, PFS
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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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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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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