Retirement Stewardship

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July 11, 2018 by cjcagle

What Can You Do When An Elderly Parent Is Running Out Of Money?

What Can You Do When An Elderly Parent Is Running Out Of Money?

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… 

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Filed Under: Annuities, Investing, Money, Retirement

October 10, 2016 by cjcagle

Annuities and Retirement Stewardship – Part 2

Annuities and Retirement Stewardship – Part 2

In my last article on annuities, I discussed the different types of annuities and their use inside retirement accounts. As you could probably tell, I’m not a huge fan of variable or indexed annuities, especially when used for retirement saving and investing inside an IRA. My biggest concerns have to do with their complexity and high costs relative… 

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Filed Under: Annuities, Investing, Retirement

September 28, 2016 by cjcagle

Annuities and Retirement Stewardship – Part 1

Annuities and Retirement Stewardship – Part 1

As a financial coach, I often work with folks who are in the accumulation/growth phase of planning for retirement (i.e., 5 to 10 years or more away). Sometimes I come across someone who has either: 1) received a recommendation from their stock broker or insurance salesperson to purchase a fixed-rate, indexed, or variable annuity product… 

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Filed Under: Annuities, Insurance, Investing, Retirement, Saving

About

Hi, I'm Chris Cagle. I write about planning for and living in retirement from a "whole-life" Christian stewardship perspective. My goal is to inform, inspire, and encourage you to "save diligently, invest wisely, give generously, and live abundantly." Read more…

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Recent Posts

  • 5 Reasons to be Humble in Retirement Stewardship
  • Are You “Full of Sap?”
  • Some Thoughts on “Key Retirement Planning Birthday Milestones”
  • New Year Retirement Stewardship 10-Point Check-Up
  • The Stewardship of Christmas
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