Numbering Our Days: Moses, Stewardship, and Actuarial Life Tablets (I Mean Tables)
I had a little fun with the title because this is a “heavy” subject, and I wanted to lighten things up a little. And while…
Surviving Spouses’ Options for Inherited IRAs
Regular readers know that I think a big part of retirement stewardship is having plans and documentation in place so that things go as well as…
Understanding and Navigating Social Security Survivor Benefits
Many people focus solely on their own retirement benefits when considering Social Security benefits. However, it’s crucial to understand…
Avoiding Probate: Issues and Options
My wife and I recently had the privilege of assisting a widow in our church with some legal/financial issues after her husband’s…
Received an Inheritance, Now What?
An increasing number of boomer-aged families are receiving inheritances; it’s all part of a trillion-dollar transfer of wealth that will…
Giving by Leaving a Financial Legacy
In my last article, I discussed some things to consider as you decide about giving in retirement. I touched on leaving a legacy (inheritance)…
Giving in Retirement
I was recently working at our church’s welcome desk on a Sunday morning. An elderly lady whom I would guess is well into her 70s or…
Loving Your Widow With Wise Stewardship
In my last post, I suggested some New Year’s resolutions you may want to consider. In this article, I want to carry that theme forward,…
My Thoughts on the New Retirement Savings (aka, “SECURE”) Act
Earlier in 2019, I wrote about some retirement legislation that was pending in Congress. Well, surprise, surprise—it passed recently.…