All You Need to Know About Personal Finance on a 3 x 5 Inch Index Card – Really?

A few years ago, a University of Chicago college professor named Harold Pollack remarked that everything you really needed to know about personal finance could be fit on a single 3×5 inch index card. Someone asked him to prove it, the result went viral, and Pollack actually ended up co-writing a book about it called … Read more

The Retirement “Identity Crisis” – a Biblical Perspective

I was recently surprised to see a couple of words being used together in an article that I might not have expected to see: retirement and grief. You may be thinking, “What!? Grieving over retirement? No more daily commute, an unreasonable boss, or long hours and low pay? The freedom to do whatever I want? … Read more

My Stewardship Practices – Part Two:  Saving, Investing, and Protecting

In this second of two articles on my stewardship practices, I discuss my saving, investing, and protecting (insurance) approaches. The stewardship principles that are most applicable to these areas are as follows: There are a few other more granular ones that apply here and there, which I will highlight in the appropriate sections. My practices … Read more

So You Want to be an “Everyday Millionaire”?

Author and speaker Chris Hogan, who is part of Dave Ramsey’s team, just came out with a new book titled, Everyday Millionaires. In some ways, it is a follow-up to his earlier book on retirement, Retire Inspired. The book summary says it will show you: …how ordinary people built extraordinary wealth—and how you can too. … Read more

5 Reasons to be Humble in Retirement Stewardship

In our culture, success with money is usually associated with self-confidence, self-sufficiency, and self-determination. We take pride in how much money we make, how much we save, how much debt we paid off, and how well our investments do. The Internet is lit-up these days with stories of people who, through discipline, diligence and determination … Read more

Some Thoughts on “Key Retirement Planning Birthday Milestones”

A friend recently sent me this link to a chart on PNC Bank’s website titled “A Timeline for Achievement” that provided a helpful list of age-based retirement planning milestones. (Disclaimer: This is not an endorsement for PNC, although I am sure they are a good bank, I just found the chart interesting. This kind of … Read more