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The Great Retirement Expectations Gap Widens

The latest update from the longest-running retirement study paints a picture of decreasing overall retirement confidence among American workers and growing gaps between what they expect their retirement to look like and
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The Art of Getting Older — Where Will You Live?

There are countless important decisions to make as you get older. Many of them have a financial focus—how much to withdraw from the nest egg you’ve built, when to take Social Security, how to pay for healthcare and the
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SMI on the Radio - The Wisdom and Foolishness of Saving Money

SMI Executive Editor Mark Biller is on the radio today with Rob West and Steve Moore of Compass — Finances God’s Way. Their conversation takes a closer look at saving money — how much is too little and how much is too
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The Next Step in Your Personal Financial Plan: Transitioning From myMoneyGuide® to MoneyGuidePro®

Over 525 Premium Members have already signed up for personal access to the award-winning myMoneyGuide® financial planning software, offered by SMI Advisory Services. 
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Student Loans Tarnishing The ‘Golden Years’

Much has been made of all the stress and strain education debt is inflicting on young college grads. But the fastest growing segment of the population with burdensome school debt isn’t the young. It’s borrowers who are
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Tales From the Frontlines of Retirement

If you want to know how things might turn out — whether trying a new restaurant or making a mid-life career change — ask those who’ve gone before you. That’s what the Wall Street Journal did recently in order to help
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Personalized Financial Planning Is Now Within Your Reach

A few years ago, ING ran an ad campaign that showed people going about their day, each carrying a number. The number was the unique amount each of them needed to save for retirement, and the focus of the ads was asking “Do
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An Exciting New Opportunity for SMI Members: Personal Financial Planning via MoneyGuidePro®

Personalized financial planning offers tremendous benefits. Understandably, those benefits haven’t come cheap. But thanks to our friends at SMI Advisory Services and an
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How To Get On The Same Retirement Page As Your Spouse

Imagine watching your spouse head out the door at the usual time on a weekday morning, but instead of grabbing a briefcase, he or she picks up golf clubs instead—and that’s your first clue that your spouse has
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An Overlooked Key to a Successful Retirement

Successful retirement planning requires many steps — estimating how much you’ll need, planning for healthcare costs, managing your portfolio, estate planning, and more. But there’s an essential step that tends to get
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