Home >Articles

Category: Personal Finance

Bucket Challenge: Managing Cash Flow in Retirement

The rapid stock market decline in early February serves as a stark reminder that downside moves can develop quickly. Long-term investors can ride out such volatility, of course — but what if you’re a retiree relying on
Continue Reading

Using Multiple Accounts to Reach Your Savings Goals

In 1909, Merkel Landis of the Carlisle (Pa.) Trust Company had what turned out to be a great marketing idea. Knowing that many of his customers set aside money for Christmas spending, he launched the “Christmas Club”
Continue Reading

Money Roundup: Conversion Considerations, Putting Bear Markets in Perspective, and More

Our latest picks for the best investing and personal finance articles from around the web — a day early this week because we'll have the March issue of the Sound Mind Investing newsletter for you
Continue Reading

Money Roundup: Hoping for a Stock Plunge, Don't Over-Focus on the Markets, and More

Here's our linkfest for a midwinter Friday. Enjoy!
Continue Reading

Money Roundup: Raiding Retirement Accounts, Responding to Risk, and More

Here's our weekly wide-ranging grab-bag of interesting reads from around the web:
Continue Reading

Long-Term-Care Premiums Soar

The title above is taken from a Wall Street Journal article published in 2010. Since then, the situation has not improved. This is from a new WSJ story published a few days ago:
Continue Reading

How We Misthink Money

According to behavioral economics, many of your ideas about saving, spending, and investing are wrong — and they cost you more than you know.   Economist Dan Ariely explains how our irrational behavior interferes with
Continue Reading

Reconnecting With the “Labs” in MoneyGuidePro®

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
Continue Reading

New Year, Whole New Tax Code

At the end of 2017, President Trump signed into law the most comprehensive change to U.S. tax law in more than 30 years. While it should mean a lower tax bill for most taxpayers, exactly how the new rules will affect you
Continue Reading

Money Roundup: The Expanding Impact of the New Tax Law, Risky Business, and More

Here's our latest list of worthwhile reads on investing, personal finance, and stewardship.
Continue Reading