The 2018 Graduation season is behind us. There are some announcements on our fridge. We have sent some congratulations cards. I even had the opportunity and privilege to emcee my church’s homeschool graduation ceremony! It was a blast except for the part where I was 15 mins. late since I had put the wrong start … Read more
I recently was asked an interesting question by a church friend concerning his elderly mother. Like many of us, he is a ‘boomer’ and has an 85-year-old mother who currently lives in an assisted-care facility. Her expenses are being paid for by Social Security, a military survivors pension, and long-term care (LTC) policy. Her living … Read more
I attend a ‘gospel-centered’ church. We believe the gospel, preach the gospel, share the gospel, worship because of the gospel, and seek to live according to the gospel. To be clear what I mean when I use the word “gospel,” I would point to these definitions of the gospel from Tim Keller: Through the person and … Read more
In Investing for Retirement – Parts One and Two, I introduced a ‘framework’ for investing for retirement and discussed different asset types and holding options, and also active versus passive management styles. Once you make those decisions (or have some idea what you want to do), you’ll need to decide how you want to implement them. … Read more
This is the second article in a three-part series about investing for retirement. In the first article, I discussed the various types of assets you could hold as investments. In this article, I’m going to look at the different ways you can invest in them and different management styles (active versus passive.) The better you … Read more
If you have followed this blog for very long, you may have noticed that I don’t write much about investing. There are several reasons for that, not the least of which is that I am not a professional financial advisor and I’m not qualified to make recommendations to other people about how to invest their … Read more
In a recent chat with a younger friend at church, he expressed a desire to find the right balance in his retirement stewardship. He didn’t use that phrase specifically, but that’s how I understood him. He was talking about his financial resources in general, but planning and saving for retirement is part of that equation. … Read more
I recently did a series of articles describing a simple process for deciding whether you can retire – from a financial perspective. One possible outcome is that you can’t, at least not yet. But even if you can, there is another dimension to consider before pulling the trigger: should you retire? The financial aspects are … Read more
I can almost hear the gasps. “What is going on here!? He’s always harping on the need to save something for retirement; now he’s going to tell us we shouldn’t?” The fact is that most people probably aren’t saving as much as they should for retirement. Lots of recent studies bear that out. And if … Read more
