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…
Retirement Stewardship: Election Edition 2024
If you spend much time listening to their political ads, you’ll hear the two presidential candidates saying basically the same thing:…
The “Game” of Retirement Stewardship
In a previous article, I talked about saving for retirement and the need to focus on expenses, especially for those with less savings. The…
Are Christians Saving Too Little For Retirement?
It’s common for Christians to receive advice cautioning them about saving too much for retirement. Such advice is typically well-meaning…
Opportunity Costs and Retirement Decisions
Regular readers know that I sometimes reflect on an interaction I’ve had with an individual or couple in the context of financial…
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…
Should You Ditch Bonds for Money Market Funds?
A family friend recently asked me to look at her retirement investment portfolio. It’s advisor-managed and has an allocation one-third S&P…
Embracing Our Story of Redemption in all Phases of Life
If you read much about stewardship and retirement planning, you’ll hear many thoughts expressed in the context of ”life stages”…
Include Financial Simplicity in Your Retirement Plan
The older I get, the more critical simplification becomes to my wife and me, especially with our finances. You don’t need me to tell you…