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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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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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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July 10, 2018
Chris Toadvine
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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It’s the paramount question of every retiree: Will my lifetime savings be enough to last through the years ahead? That question is easier to answer than ever before, with help from MoneyGuidePro®, the
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It’s been one year since MoneyGuidePro®, the top-rated financial-planning software, became available to SMI premium members (by arrangement with SMI Advisory Services — an affiliated, but separate, company from the SMI
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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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When Vanguard recently asked readers of its blog about their retirement planning regrets, the company received an overwhelming response. At last count, there were 569 responses.
One common regret came from people who had
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Investors have enjoyed a powerful bull market over the past 8½ years. But they also carry the emotional scars of the steep declines of 2000 and 2008. With stock valuations currently stretched to
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Today’s American workers are being forced to shoulder a much higher level of responsibility regarding their retirement finances than past generations. With Social Security projections showing significant shortfalls
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