Retirement, Rightsizing, and the Challenges of Letting Go
My wife and I just went through a major transition. More specifically, we “rightsized” our living arrangement—we went from an…
How Higher Interest Rates Are Impacting Retirees
In a previous article, I touched on the risk that rising interest rates present to retirees. There are risks—the negative impacts of rising…
Dealing With Financial Risk in Retirement
In the last article, we looked at what I believe to be the greatest risk in retirement: retiring without a clear sense of calling and purpose.…
Is This a Good Time to Upsize, Upgrade, or Downsize Your House?
I was recently talking to a friend who is getting close to retirement and wants to downsize. He knows he can sell his current home for much…
Housing Decisions and Financing Options in Retirement
We discussed paying off the mortgage and home equity in the last article and how our house decisions are both financial and emotional, and…
Is Paying Off Your Mortgage Wise Stewardship?
Real estate and mortgages are very much in the news right now. The market is “hot,” and long-term interest rates remain at…
The Expenses Side of the Retirement Equation
As I mentioned in my last article about spending in retirement, this one is a chapter from my new book, which I plan to self-publish very…
Is Purchasing a Vacation Home Wise Stewardship?
I was recently asked by a friend what I thought about buying a vacation home, specifically a beach house. They said they have a relative who…
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…