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Upgrading In Your 401(k) Plan When Your Options Are Limited — A Guidestone Case Study

What’s an SMI member with a bad 401(k) plan to do? In this case, “bad,” means a plan with limited investment options. SMI’s Personal Portfolio Tracker, available to both Basic and Premium members, was designed with that
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It May Be Time To Review Your Estate-Planning Documents

As a financial planner, one of my responsibilities is to keep up with legislative changes and their effects on clients. Estate planning is an area where change is so frequent—and so confusing—it’s a challenge to stay
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SMI on the Radio – Investing with the Long-Term in Mind

One key to becoming a successful investor is to "keep your eyes up and [looking] over the horizon" — as SMI Executive Editor Mark Biller explains on today's MoneyWise radio program. Only by maintaining a long-term look
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Are You Saving to Live or Living to Save?

Frugality is generally a good thing, but even good things can be taken too far. And there have been a number of studies recently indicating that some older people may be having a tough time spending the money they
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‘Auto-Escalation’ Helps Retirement Account Balances Hit New Records

Fidelity Investments reported good news heading into the weekend: balances in Fidelity retirement accounts climbed to record levels as of March 31. The company's quarterly analysis found that the average 401(k) balance hit
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A SMarT Way To Boost Your Saving and Investing

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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The Great Retirement Expectations Gap Widens

The latest update from the longest-running retirement study paints a picture of decreasing overall retirement confidence among American workers and growing gaps between what they expect their retirement to look like and
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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
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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
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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. 
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