Here is our latest compilation of interesting articles on investing, personal finance, and stewardship. Read on!
- Essential financial documents for every life stage (Morningstar). From beneficiary designations to power-of-attorney instruments, going without these documents is risky.
- 96-year-old secretary quietly amasses fortune, then donates $8.2 million (New York Times). The power of compounding on display. (Related: The investment miracle that wasn't from John Rekenthaler at Morningstar.)
- Future retirees expect Social Security to be main source of income (Investment News). This is not a good sign.
- Married couples: Coordinate Social Security claims to boost benefits (Kiplinger). When you claim SS retirement benefits can have long-lasting consequences.
- Churchgoers say they tithe, but not always to church (Baptist Press). Interesting data from a recent survey by LifeWay Research.
And from the pundits and bloggers...
- The timeless art of investing from 1888 (Novel Investor). Among the nuggets found in an old book: "[T]he highest art is in selling rather than in buying.... [Most investors] hold on too long. When they have a good thing, they infer that it will always remain so, and accordingly retain it until its value has departed or greatly deteriorated."
- What I think I know — and what I know I don't know (James O'Shaughnessy). A "tweetstorm" of investing wisdom from the author of What Works on Wall Street.
- Paving your path to financial security in retirement (Colleen Jaconetti, Vanguard Blog). Although there's no universal route to retirement security, there are common steps along the way.
- Are you still earning nothing on your cash? (Charlie Bilello, Pension Partners). Why accept 0.01% on your bank savings when you could be earning around 2.0%?
- The largest export of every U.S. state (Visual Capitalist). Not exactly a "personal finance" article, but the data here affect the economy where you live.
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