Home >Articles

Category: Personal Finance

The Art of Getting Older — Where Will You Live?

There are countless important decisions to make as you get older. Many of them have a financial focus—how much to withdraw from the nest egg you’ve built, when to take Social Security, how to pay for healthcare and the
Continue Reading

SMI on the Radio - The Wisdom and Foolishness of Saving Money

SMI Executive Editor Mark Biller is on the radio today with Rob West and Steve Moore of Compass — Finances God’s Way. Their conversation takes a closer look at saving money — how much is too little and how much is too
Continue Reading

The Wisdom and Foolishness of Saving Money

When it comes to guidance about saving money, the Bible uses the word “fool” to describe two extremes—not saving anything and saving too much. In the first case, we’re told it’s foolish not to save: “In the house of the
Continue Reading

The Next Step in Your Personal Financial Plan: Transitioning From myMoneyGuide® to MoneyGuidePro®

Over 525 Premium Members have already signed up for personal access to the award-winning myMoneyGuide® financial planning software, offered by SMI Advisory Services. 
Continue Reading

Learning To Bullet-Proof Your Career

It used to be fairly common to spend the bulk of one’s career working for a single company. This workplace model seemed almost like guaranteed employment, with a gold watch and defined-benefit pension waiting at the end.
Continue Reading

Student Loans Tarnishing The ‘Golden Years’

Much has been made of all the stress and strain education debt is inflicting on young college grads. But the fastest growing segment of the population with burdensome school debt isn’t the young. It’s borrowers who are
Continue Reading

An Exciting New Opportunity for SMI Members: Personal Financial Planning via MoneyGuidePro®

Personalized financial planning offers tremendous benefits. Understandably, those benefits haven’t come cheap. But thanks to our friends at SMI Advisory Services and an
Continue Reading

How To Get On The Same Retirement Page As Your Spouse

Imagine watching your spouse head out the door at the usual time on a weekday morning, but instead of grabbing a briefcase, he or she picks up golf clubs instead—and that’s your first clue that your spouse has
Continue Reading

An Overlooked Key to a Successful Retirement

Successful retirement planning requires many steps — estimating how much you’ll need, planning for healthcare costs, managing your portfolio, estate planning, and more. But there’s an essential step that tends to get
Continue Reading

Making Your Own ‘What To Do If…’ Plan

In the January issue of the SMI newsletter, we ran an article that recommended taking a “fiscal health day.” The idea is to take a day off from work to catch up on your financial chores and tackle all of those
Continue Reading