Resources
IRA Tools
(Almost) Everything You Need to Know About IRAs
Use this resource in order to better understand IRA eligibility, benefits, and limits.
Download PDF401(k) / IRA
Decision Tree
Should I use a 401(k) plan or an IRA to save for retirement?
Download PDFInvestment Plan
Personal Investment Plan Template
This printable template provides space for you to build out your personal investment plan according to your goals concerning retirement, college, etc.
Download PDFSample Market Events Statement
Use this sample statement in order to remain committed to your personal investment plan in times of market stress.
Download PDFDownloads
SMI Portfolio Tracking
Spreadsheets
If you'd like some help monitoring your portfolio throughout the year, here's a spreadsheet that Austin developed for his own portfolios.
Download Excel VersionDownload Lotus Version (Zip File)
Budget Quick Start Guide
It's easier than you think.
Five simple pages to get you going with the single most powerful, practical tool for wise money management.
Download Guide - PDF401(k)/IRA Decision Tree
Should I use a 401(k) plan or an IRA to save for retirement?
By answering a series of questions, this decision tree will guide you to the best choice.
Download PDFCash Flow Tracker
See where your money really goes.
In order to truly manage cash flow, you need to see where it's going. This form will help.
Download PDF VersionDownload Excel Version
Recommended Cash Flow Guidelines
Benchmark your plan against these.
How much can a family like yours spend on food, clothing, vacations, and all the rest? Here are some guidelines and a spreadsheet to use for your own plan.
Recommended Housing Guidelines
Keep your housing costs under control.
How much house can you truly afford? Here are our recommendations.
Download Guidelines - PDFGift Budget
Planning Your Giving
It's more enjoyable to give gifts when doing so doesn't trash your finances. This simple form will help you set a gift budget for the year.
Download Budget - PDFNet Worth
Calculate Your Net Worth
The traditional way, and some additional ways.
Bonus Reports
7 Key Principles for Christian Investing
A Kingdom Perspective
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.
Download ReportRebalancing Your Portfolio
How to Transform Your Portfolio
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 year.
Download ReportIRAs, 401(k)s, & Social Security
A Retirement Planning Primer
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.
You'll discover:
- 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 strategy
Gold as an Investment
Will Precious Metals Continue to Shine?
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.
Highlights include:
- History of fiscal policy and the "gold standard"
- Key points of the current fiscal and debt crisis
- Gold investing strategies
- Options for purchasing gold
Inflation History Report
The Rise and Fall of the U.S. Dollar
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 inflationary spiral.
Highlights include:
- 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
Encouragement
Encouragement For Tough Times
Taking refuge in God's Word
When we asked SMI members where they turned in God's Word for encouragement during the last big market downturn, they listed over 70 verses. Here they are — wonderful reminders to read and reflect on.
Download PDFMultimedia
MoneyWise Live
With Rob West
MoneyWise
From Compass–finances God's way
Solid Steps Radio
With Kurt Sauder & Chad Russell, produced by Further Still Ministries