As a financial coach, I often work with folks who are in the accumulation/growth phase of planning for retirement (i.e., 5 to 10 years or more away). Sometimes I come across someone who has either: 1) received a recommendation from their stock broker or insurance salesperson to purchase a fixed-rate, indexed, or variable annuity product … Read more
Generosity is part of this blog’s tagline: “helping you to save diligently, invest wisely, give generously, and live abundantly.” Generosity is of great importance during all stages of life, but according to the data, we Christians aren’t nearly as generous with our money as you might think. I recently looked through a six-week study book … Read more
My wife and I are both closing in on Medicare eligibility at age 65. So, I thought it was time to take a hard look at it so that we can make the right decisions at the right time. In this article, I will share what I’ve learned so far. Our situation is similar to many … Read more
Your medical insurance choices will depend greatly on whether you are young and a long way from retirement, an “early” retiree and a few years away from Medicare eligibility, or 65 or older and eligible for Medicare. In this article, I discuss the medical insurance options that younger people and “early retirees” may consider. In … Read more
