10 Years Later: 5 Stewardship Lessons from the "Great Recession"
This month could be considered the ten year anniversary of the start of the "Great Recession." Most of us will remember the trials and tribulations of the...
Home Equity and Your Retirement
Owning a house is a great thing. Mostly because we all need a place to live, and if you are fortunate enough to own your own home, you are truly blessed....
My Decision to "Retire"
I published an article about a year ago titled "The 8 Questions I Need to Answer Before I Decide to Retire." In it, I said that I did not know when I would...
College Planning and Your Retirement
The 2018 Graduation season is behind us. There are some announcements on our fridge. We have sent some congratulations cards. I even had the opportunity and...
What Can You Do When An Elderly Parent Is Running Out Of Money?
I recently was asked an interesting question by a church friend concerning his elderly mother. Like many of us, he is a 'boomer' and has an 85-year-old...
A Gospel-Centered Retirement
I attend a 'gospel-centered' church. We believe the gospel, preach the gospel, share the gospel, worship because of the gospel, and seek to live according to...
Investing for Retirement – Part Three
In Investing for Retirement – Parts One and Two, I introduced a 'framework' for investing for retirement and discussed different asset types and holding...
Investing for Retirement – Part Two
This is the second article in a three-part series about investing for retirement. In the first article, I discussed the various types of assets you could...
Investing for Retirement – Part One
If you have followed this blog for very long, you may have noticed that I don't write much about investing. There are several reasons for that, not the least...
Finding Balance in Retirement Stewardship
In a recent chat with a younger friend at church, he expressed a desire to find the right balance in his retirement stewardship. He didn't use that phrase...
Roth IRAs, Roth Conversions, and the New Tax Law
One of the ways we practice wise retirement stewardship is by making good use of the tax-advantaged savings plans at our disposal. Tax-deferral is a gift of...
Should You Retire?
I recently did a series of articles describing a simple process for deciding whether you can retire – from a financial perspective. One possible outcome is...
5 Reasons You Shouldn't Save For Retirement
I can almost hear the gasps. "What is going on here!? He's always harping on the need to save something for retirement; now he's going to tell us we...
The Stewardship of Godly Wisdom
The church that I belong to is going through a pastoral transition this year. That's because our senior pastor, who is also a good friend, is in the process...
Can You Retire? Part 3: Your Decision
In the last two articles, to help you answer the "Can I retire?" question, I went over an approach for calculating your essential living expenses and for...
Can You Retire? Part 2: Your Income
In the first article in this three-part series on financial planning for retirement, I introduced an approach for answering the all-important question, "Can...
Can You Retire? Part 1: Your Expenses
Sooner or later, most of us will ask ourselves this question: "Can I retire?" Perhaps because of an unexpected layoff, a health issue, age, or some other...
Retirement Planning in 2018 and the "Wheel of Life"
2018 is here and the beginning of a new year is when a lot of people do some planning, and perhaps make a resolution or two. If you are five or ten years...
Closing out 2017
We are starting a new year. 2017 was a good one for retirementstewardship.com. We were able to stay on pace publishing an article about every two weeks, and...
The New Tax Law and Retirement Stewardship
You know the old saying, "The only things that are certain in life are death and taxes." Yes, taxes are a reality – before, during, and even after...