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Category: Retirement

Your 10 Most Important Financial Moves for 2019

Each December, we offer planning suggestions for the year ahead. But this isn’t meant to be a one-size-fits-all list. It’s up to you to take our broad collection of ideas and narrow them down to your personal “Top 10” for
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Easing Your Financial Fears With MoneyGuidePro®

Detailed planning is essential for the successful navigation of your later years, when paid work may cease completely or partially. And it can be tremendously helpful for your peace of mind as you move toward that season
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It’s Your Retirement Account, Not a Piggy Bank

A 401(k) plan account is a tax-advantaged investment vehicle designed for the long haul. Setting money aside paycheck-by-paycheck, year-after-year, a worker steadily builds retirement savings. Sometimes this is accelerated
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SMI on the Radio: A Retirement “Preflight Checklist” (audio and transcript)

Before you "take off" into your retirement years, it's wise to go through a retirement "preflight checklist" — as SMI executive editor Mark Biller explained yesterday on Moody Radio's MoneyWise Live. Mark also answered
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Happy 40th, 401(k)

This year marks the 40th anniversary of the 401(k) retirement savings account. Well, technically, it’s the 40th anniversary of the Revenue Act of 1978, which is what made such accounts possible, with section 401(k) of the
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Putting the Bucket Approach to the Test

Just as significant market drops, such as the one we experienced last week, give all of us investors an opportunity to see how risk tolerant we really are, they also provide a valuable chance to see how having — or not
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Your Retirement Planning Checklist

Before takeoff, airline pilots go through a checklist to make sure the flaps are in the right position, there’s enough fuel, and everything else is as it should be for a safe flight. While your retirement may not be a
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Wise Stewardship Includes Having a Will That Protects Your Children

Many people haven’t drafted a will because they think wills are only for the wealthy. Scripture, however, teaches that responsible stewardship isn’t a function of the size of one’s wealth. Stewardship is about obedience
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SMI Private Client Classic: Personal Portfolio Management Is Now Available to All

Six months ago, SMI Advisory Services announced that professional management of individual accounts using the SMI strategies was being offered for the first time. SMI members responded
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Managed Payout Funds: Mutual Funds That Pay Like an Annuity

Building your retirement nest egg is a years-long challenge. Then comes another challenge: managing your retirement money in such a way that it lasts for the rest of your life (or even longer) and withstands the corrosive
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