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

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

50/40/10 is a blended approach that allocates 50% of a portfolio to SMI's Dynamic Asset Allocation strategy (DAA), 40% to Fund Upgrading, and 10% to Sector Rotation (SR).

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.

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