I’m excited to announce that I have completed a significant update and expansion of my Redeeming Retirement book, originally published in 2021. The new edition is titled: Redeeming Retirement: How to Steward What You Have and Retire with Dignity. In may ways, this book is now an excellent “sequel” to NextGen Steward—it picks up where … Read more
In the previous article, we discussed all the ways the US Government, via the IRS, incentivises charitable contributions. In this article, we’ll discuss how to develop a giving strategy that won’t “break the retirement bank.” You probably won’t be surprised to learn that this is a little more challenging than it sounds, due to the … Read more
Many of you, if you’re retired or nearing retirement, are probably already using strategies like Qualified Charitable Distributions (QCDs), donating appreciated assets, or perhaps Donor Advised Funds (DAFs) as part of your giving strategy. If so, you may be wondering how the new ”One Big Beautiful Bill Act” (OBBBA) affects your giving—in these ways, or … Read more
Updated December 2025 to reflect the One Big Beautiful Bill Act (OBBBA) I’ve written previously about withdrawing from my Traditional IRA to help fund our retirement. I’ve also described how I began making Qualified Charitable Distributions (QCDs) in early 2023 after turning 70½ In a recent article, I explained how I might optimize my income … Read more
Many books and articles have been written about Christians and money, and some about retirement. This blog is about Christians and retirement, and I often write about money and stewardship. There’s much to say about these topics, but the Bible tells us what is most essential for us to know—not every practical detail about personal … Read more
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-very-formal-or-complicated year-end regime. I don’t do this to suggest that I handle things in an exemplary way or that you should do what I do. Retired families can have … Read more
In the previous article on giving in retirement, I touched on leaving a legacy as a form of giving. This article addresses the mechanics: the legal and tax considerations involved in conveying financial assets to families and organizations, updated for 2026. Many people will want to leave a financial legacy for their family, church, or … Read more
This article is part of the Biblically Informed Framework for Retirement Stewardship (BIFRS) series. It was originally published in September of 2021 and updated in May of 2026. I was recently working at our church’s welcome desk on a Sunday morning. An elderly woman, well into her seventies or eighties, came up, handed me a … Read more
Since my last post, I’ve done complementary financial coaching calls with some blog subscribers. Whether as the primary topic of discussion or a related one, investing for (and in) retirement came up fairly often. Investing is an important topic. Whether you’re a DIY investor or working with an advisor, it’s good to have at least … Read more
