The 'Stewardship of Life' (Part Five)—Hybrid Long-Term Care Insurance
Quite a while back, I published a series of four articles about care in later life. In articles three and four, I touched on various insurance products you...
The Ordinary Christian Life in Retirement
I recently read this quote by Tim Challies: "We please God—we thrill God—when we live as ordinary people in ordinary lives who use our ordinary circumstances...
Beware the Free Steak Dinner and Financial Advice Retirement Seminar
I recently received another one: an invitation in the mail to a "free dinner and retirement discussion." It seems like I've been averaging one every few...
Faithful Investing
Some months ago, I received an email from a reader who was considering a particular mutual fund investment and had this question: I was looking at the...
Responding to "Epochal Change"
If you believe, as I do, that we're likely in a period of "epochal change" (which I defined as the next few decades not being like they were for the last...
Are We Experiencing "Epochal Change"?
I recently came across the phrase "epochal change." It was used to describe the domestic and global economic changes that I discussed in a recent article...
Living the "Good Life" in Retirement
This article is being published during the week before Easter. Considering the glory and magnitude of what Jesus did for us on the Cross, it might seem glib...
Does Cryptocurrency Belong in Your Retirement Portfolio?
Like millions of others, I watched the Super Bowl this year, which some dubbed the "Crypto Bowl." The reason? A bunch of crypto exchanges (places online...
Should You Buy Gold?
To say that we live in tumultuous times would be an understatement. We're experiencing turmoil and upheaval in multiple areas: political, financial,...
A Challenging Time for Retirement Investors
(Note: We all have our eyes, hearts, and prayers directed toward what is going on in Ukraine. But with everything happening in the world—globally and...
The Master of Retirement
You may have read the title of this post and thought, "wow, he's really gone off the deep end; now he's calling himself the 'master of retirement.'" Well,...
Retirement Account Rollovers and Transfers—You've Got to get it Right (Part Two)
This article is the second of two about retirement account transfers and rollovers. First, we focused on transfers, which I defined as moving assets between...
Retirement Account Rollovers and Transfers—You've Got to Get it Right (Part One)
I've recently had the opportunity to discuss the rationales and mechanics of IRA transfers, 401(k) rollovers, and "Solo" 401(k)s with a few folks. It's not...
Don't Gamble Away Your Retirement Savings
For many people, the end of one year and the start of another is a good time for a financial health checkup. For some, this includes assessing their progress...
The Stewardship of Christmas
Luke 2:1—21 tells the familiar story of Jesus' birth. It starts with this in verse one: "In those days. . ." The ESV Study Bible says that "'In those days'...
My Year-End Retirement Stewardship Review and Planning Routine
I'm occasionally asked how I manage my retirement finances. I've touched on some aspects in previous posts, but I thought I'd share a little about my not-...
Schemes and Scams and Fraud, Oh My!
A friend recently sent me a link to a news item titled "Christian radio host sentenced to three life sentences for Ponzi scheme bilking millions from elderly...
A Thankful Heart
We all have many things to be thankful for. Even when things get hard, they're never as bad as they could be. The road to retirement can be rocky at times,...
There's More to Retirement Stewardship Than Getting the Numbers Right
According to some recent stats, more people are retiring earlier than planned due to the effects of the pandemic. Their specific reasons may differ, but part...
Will Your Social Security Benefits be Taxed (and if so, how much)?
Most don't think too much about income taxes in retirement. They just assume that they'll pay less since it's possible (likely?) that their income will be...