If you'd like help monitoring your portfolio throughout the year, here's a spreadsheet SMI founder Austin Pryor developed for his own portfolios.

Which accounts should you use to save for retirement? This "decision tree" will guide you to the best choices.

Managing money may be easier than you think. Here are five simple pages to get you going with a budget — the single most powerful, practical tool for wise money management.

How much can a family such as yours spend on food, clothing, vacations, and all the rest? Here are some guidelines.

Develop a plan for your household's cash flow. This form will help you live generously, save and invest adequately, and enjoy financial margin.

To truly manage cash flow, you need to document where money is going. This form will help.

Keep your housing costs under control. How much house can you afford? Here are our recommendations.

It's more enjoyable to give gifts when you have the money set aside to cover the cost. This simple form will help you set a gift budget for the year.

Calculate Your Net Worth. The traditional way, and some additional ways.