Requiring answers to just six questions, this is a great starting point in the retirement planning process. (Note, you do not have to be a Fidelity customer in order to use this tool, but you do need to create a free account.)
After working your way through the Fidelity Retirement Score calculator, you’ll be encouraged to use this more detailed planning tool, which is also free. It will enable you to be more precise because it requires more detailed information about your family and goals.
Many financial advisors consider this to be the best financial planning software on the market. And for good reason. Far more comprehensive than Fidelity’s Planning and Guidance Center, MoneyGuidePro® takes many more factors into consideration in helping you craft a plan for your retirement. To gain access, you first need to become an SMI Premium Member. From there, go to the SMI Advisory Services web site and click on SMI Plan. Access to MGP requires a one-time fee of $50.
Sound Mind Investing helps do-it-yourself investors succeed. Our members maintain their own accounts at brokers such as Fidelity or Schwab, and they make their own trades. But they rely on our objective, time-tested strategies to know what specific mutual funds to invest in. From 2000 to 2017, our most popular strategies have outperformed the market by 157%, 228%, and an incredible 690%.
For many people, investing is the most complicated and intimidating topic within personal finance. The Sound Mind Investing Handbook was written with that in mind. It’s a "next step" guide that will help you put godly principles of finance to work in your investments. Whether you're a beginner or an experienced investor, you'll benefit from stepping across the "bridge" between "theory" and "action."
This report focuses on laying a biblical foundation for successful investing,
including seven key principles related to investing "for the glory of God."
Also discussed are four God-given "boundaries" for protecting wealth and
helping it grow.
This four-page report shows you how to make the changes needed to transform your
current portfolio into the portfolio you want to own. This quick download, with
easy-to-use worksheets, will facilitate your end-of-year rebalancing — or
help you get a bird's eye view of your portfolio regardless of the time of
Worried that you won't have enough money for retirement? Then it's time
to take action. This free report will help you get a clear picture of where you
stand - and help you take steps to build your retirement nest egg.
What you can reasonably expect from Social Security
How to make the most of employer-sponsored plans such as a 401(k)
Why an IRA is often an excellent addition to a retirement savings
This report will provide you with an understanding of our current fiscal crisis
and how gold can help stabilize your portfolio in a rising inflationary
environment. You'll learn about different gold investing strategies and
practical examples of how to take ownership of gold.
This report will provide you with an understanding of what money is, how it
works, and how too much money has led to inflation in the past. And you'll
see why many people are concerned that conditions are ripe for a future
The six qualities of sound money
Why economies moved from gold to paper money
The rise of the modern banking and monetary system
Root causes of inflation
Why many economists think strong inflation may be ahead