Home >Articles

Category: Healthcare

It May Be Time To Review Your Estate-Planning Documents

As a financial planner, one of my responsibilities is to keep up with legislative changes and their effects on clients. Estate planning is an area where change is so frequent—and so confusing—it’s a challenge to stay
Continue Reading

Getting In Shape In 2017 With A ‘Fiscal Health Day’

Several years ago, when New York Times personal-finance writer Ron Lieber was furloughed for a few days, he responded in true personal-finance expert fashion. By devoting one of his unpaid days off to taking care of a list
Continue Reading

2017 Contribution Limits, Deductions, and Other Rule Changes

Every year brings a number of changes in various financial rules and regs that impact our personal financial planning. While President-elect Donald Trump has proposed sweeping tax reform, it’s impossible to know which of
Continue Reading

How Your Spending May Save Your Retirement

Glance at enough retirement-article headlines, and you can get the impression that you’ll never be able to retire. Consider this: According to JP Morgan (PDF), a 40-year-old with household income of $100,000 should have
Continue Reading

Healthcare Costs in Retirement: Will the Bark Turn Out to be Worse Than the Bite?

Fidelity just released its latest in a series of scary-sounding reports about how much healthcare is likely to cost in retirement. According to the company’s most recent analysis, a 65-year-old couple retiring this year
Continue Reading

Leveraged Sector Funds Added to SMI’s Fund Performance Rankings

In this month's Fund Performance Rankings, released last Friday, we added the ProFunds lineup of leveraged sector funds (shown below) to the various risk categories shown. Because these funds are unusually volatile and
Continue Reading

Another Kind of Stewardship

A major part of the mission of Sound Mind Investing is to help you have more so you can give more. We know that it all belongs to our God, and we're merely stewards of what He has entrusted to us. That's why we endeavor to
Continue Reading

How Much Do You Pay for Healthcare?

I’m in the midst of revising our Recommended Cash Flow Guidelines, moving the recommended amounts for housing downward and the recommended amounts for saving upward (more on these changes in a future blog post), among
Continue Reading

My Glad Acceptance of Social Security (and Reluctant Entry into the Bizarre World of Medicare)

For me, this is a year of "big" anniversaries. Sound Mind Investing turns 25, Susie and I will celebrate our 50th anniversary, and—stunning as it is for me to realize—I’ll be turning 70 in a few weeks. That last item
Continue Reading

Healthcare-Sharing Ministries: A Christian Alternative To Health Insurance

Say what you will about the Affordable Care Act (ACA), one thing is certain: it is significantly changing how health-care is paid for. One example of this can be found in the small, but fast-growing, segment of the
Continue Reading