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

More than 525 Premium Members have already signed up for personal access to the award-winning myMoneyGuide® financial planning software, offered by SMI Advisory Services. 
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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
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Tales From the Frontlines of Retirement

If you want to know how things might turn out — whether trying a new restaurant or making a mid-life career change — ask those who’ve gone before you. That’s what the Wall Street Journal did recently in order to help
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Personalized Financial Planning Is Now Within Your Reach

A few years ago, ING ran an ad campaign that showed people going about their day, each carrying a number. The number was the unique amount each of them needed to save for retirement, and the focus of the ads was asking “Do
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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
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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
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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
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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
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How Federal Government Workers Can Make The Most Of Their Thrift Savings Plan Options

The Thrift Savings Plan (TSP), the U.S. government’s 401(k)-type retirement plan for federal workers, has undergone an important change since SMI last wrote about it. We’ll get to that change in a moment, but first a
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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
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