A friend’s wife texted me a while back asking about “Paze.” I hadn’t heard of it then, even though, as I’ll explain later, I practically “invented” it many years ago—well, not really, but kinda-sorta (well, you’ll see). It sounded like another digital payment product, so I looked into it. (I used to work in IT … Read more
In the last article, we looked at what I believe to be the greatest risk in retirement: retiring without a clear sense of calling and purpose. But I also mentioned some other risks—the financial ones. The Bible encourages us to take wise precautions as part of good stewardship to protect ourselves from the adverse effects … Read more
I recently assisted the wife of a good friend in unwinding one aspect of a set of problems they had due to a phishing attack. She was pretty distraught over what had happened, and rightfully so—it’s nasty stuff. Thankfully, they were able to remedy the situation. And I was grateful to be of help. The … Read more
Most of my posts focus almost exclusively on retirement stewardship and planning issues but with a holistic approach (time, talents, treasure, and testimony). I have also written a two-part series about the stewardship of paper and digital assets. Part one addressed device, password, and file management, and how to keep all these things safe and … Read more
A friend recently sent me a link to a news item titled “Christian radio host sentenced to three life sentences for Ponzi scheme bilking millions from elderly listeners—William Neil ‘Doc’ Gallagher, 80, and his Gallagher Financial Group advertised on Christian radio with the tagline, ‘See you in church on Sunday.’” According to the state’s attorney … Read more
As I discussed in my last article, there are two major areas of concern when it comes to protecting your identity and preventing theft and fraud. The first is your paper assets such as financial statements and the digital assets that you manage and control on your personal devices (computers, tablets, smartphones, etc.). The second … Read more
I often write about using various online and computer-based tools and services to help simplify and manage your personal and financial life. These can very helpful and convenient, but they also carry the risk of being compromised in some way. Even mishandling physical documents, such as account statements you receive in the mail, can lead … Read more
