Retirement Stewardship
Save Diligently ~ Invest Wisely ~ Give Generously ~ Live Abundantly
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 …
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 …
This is the third and final article in a three-part series about the most important financial decisions that affect retirement stewardship. Our saving and investing decisions, especially early on, dramatically affect what we will have when we retire. In fact, when you save (timing) may actually be more important than how much you save (amount) or …
Whether you’re just starting out in your 20s or 30s or are getting close to retirement, Dave Ramsey has a lot to say to you about saving and investing for retirement. In fact, my involvement with Dave and Financial Peace University (FPU) and also his Financial Coach training program were some of the main inspirations behind my …
