If you're planning to keep working after claiming Social Security benefits, you need to know how your income might affect your benefits — and your taxes.
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You can help ensure that the money you leave behind isn’t frittered away, and that it doesn't become an instrument of destruction in a loved one's life.
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80% of married women outlive their husbands, and widows live an average of 14 years after their spouse’s death. Here's how to prepare financially.
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The plans of the diligent lead to profit as surely as haste leads to poverty. - Proverbs 21:5
You’ve probably heard the adage, “Failing to plan is planning to fail.” The opposite is mostly true as well. I say “mostly”
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SMI isn't just for investors setting aside money for their later years. We have much to offer investors already in retirement. Here's a sampling.
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The retirement-related expectations of today’s workers and the actual experiences of today’s retirees differ greatly in some important ways. This cautionary tale for anyone planning their retirement is something the
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Today's employer-sponsored retirement accounts differ from the pension plans of yesteryear. Now, the responsibility for the ultimate outcome — saving enough for retirement — rests squarely on your
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If your retirement years are starting to come into view, maybe it’s time to move to a less-aggressive investing posture. Will that still provide what you need in retirement? Here’s how to find
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A will or a trust can help protect the loved ones you leave behind. But don’t neglect another crucial estate-planning task: naming beneficiaries for your various investment and bank
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Want to implement SMI’s Upgrading strategy via your workplace retirement plan? You'll have to overcome several obstacles.
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