Retirement Stewardship: Election Edition 2024
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If you spend much time listening to their political ads, you’ll hear the two presidential candidates saying basically the same thing: “Your financial well-being will be hurt by (insert candidate…
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The “Game” of Retirement Stewardship
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In a previous article, I talked about saving for retirement and the need to focus on expenses, especially for those with less savings. The challenge is that many unknowns exist…
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Are Christians Saving Too Little For Retirement?
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It’s common for Christians to receive advice cautioning them about saving too much for retirement. Such advice is typically well-meaning and based on legitimate concerns founded on biblical teachings on…
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Opportunity Costs and Retirement Decisions
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Regular readers know that I sometimes reflect on an interaction I’ve had with an individual or couple in the context of financial counseling/coaching and the broader implications of the subject…
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Retirement, Rightsizing, and the Challenges of Letting Go
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My wife and I just went through a major transition. More specifically, we “rightsized” our living arrangement—we went from an older, moderately sized house to a newer “courtyard” (patio) home…
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Should You Ditch Bonds for Money Market Funds?
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A family friend recently asked me to look at her retirement investment portfolio. It’s advisor-managed and has an allocation one-third S&P 500-indexed annuity, one-third stock and bond ETFs, and one-third…
