Resources

Calculators

Just the Basics Allocation Calculator

Use this calculator to determine the allocations for each fund in SMI's Just-the-Basics strategy.

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Fund Upgrading Allocation Calculator

Use this calculator to determine the allocations for each risk category in SMI's Fund Upgrading strategy.

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Retirement Planning Calculators

SMI's retirement-planning worksheets can be found in Chapter 19 of The Sound Mind Investing Handbook. If you'd like an online option, here are calculators to consider.

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Accelerated Debt Payoff Calculator

This calculator will show you how much time and money you could save by paying off your debts using the "rollover" method.

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