A Thankful Heart
We all have many things to be thankful for. Even when things get hard, they’re never as bad as they could be. The road to retirement can…
There’s More to Retirement Stewardship Than Getting the Numbers Right
According to some recent stats, more people are retiring earlier than planned due to the effects of the pandemic. Their specific reasons may…
Will Your Social Security Benefits be Taxed (and if so, how much)?
Most don’t think too much about income taxes in retirement. They just assume that they’ll pay less since it’s possible…
Do Advisor and Investment Fees Really Matter?
A Dave Ramsey (Ramsey Solutions) article on investment fees opens with this: Just like airline fees, investment fees are also a fact…
Thoughts at the Three-Year Mark in Retirement
I retired three years ago this month. Frankly, it seems longer, but I’m not sure why, perhaps because the last 18 to 24 mos. have been a…
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…
Choosing a Medicare Plan
In my last article, I discussed using a “regret minimization” strategy to help with making critical retirement planning…
Minimizing Regret in Retirement
Regret. Webster defines it as “Feeling sad, repentant, or disappointed over (something that has happened or been done, especially a loss…