I retired in late 2018, so 2019 was the first full calendar year in “retirement” for my wife and I. I’ve written about my decision to retire and some things I’ve been doing since then. Because this is a blog and not a magazine (although you may not think so based on the types of…
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Loving Your Widow With Wise Stewardship
In my last post, I suggested some new year’s resolutions you may want to consider. In this article, I want to carry that theme forward, but in a slightly different way. Not too long ago, I read an article on the Center for Retirement Research website titled, “Husbands Ignore Future Widows Needs.” As I read…
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Making New Years Resolutions? How About “Spend Less, Save and Give More”
Lots of people make resolutions this time of year. Not surprisingly, things like paying down debt and saving more tend to show up the most. According to Fidelity’s Fidelity’s 11th annual New Year Financial Resolutions Study, “more than half of Americans, 53%, say they aim to save more in 2020, 51% plan to pay down…
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My Thoughts on the New Retirement Savings (aka, “SECURE”) Act
Earlier in 2019, I wrote about some retirement legislation that was pending in Congress. Well, surprise, surprise—it passed recently. (Interestingly, the bill was languishing in congress until it was added to a 2020 spending bill and seemed to slip in under the radar.) It’s the most significant legislation since the Pension Protection Act of 2006…
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Some Thoughts on “Saving Retirement”
Some months ago, one of my favorite bloggers, Tim Challies, featured a link on his a la carte page to a Christianity Today (CT) article titled, “Saving Retirement.” I didn’t have immediate access to the article (it was behind a “paywall”), but I later acquired a copy. That magazine featured it on its cover with…
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Should Whole Life Insurance Be Part Of Your Retirement Plan (Part 2)?
In this article, we are going to consider what role, if any, whole life insurance might play in your retirement income plan. Although the death benefit is still in view, the focus here is on leveraging the cash-value (investment) component to help fund your retirement income stream. More and more retirement planning professionals are emphasizing…
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Should Whole Life Insurance Be Part Of Your Retirement Plan (Part 1)?
A reader recently asked me to take a look at a retirement planning (funding) method using permanent life insurance espoused by Nelson Nash in his book Becoming Your Own Banker. In addition to the life insurance benefit, the author discusses a “be your own bank” approach to funding major life purchases. He also recommends using permanent…
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