I am excited to share a new project I just went “live” with: NextGenSteward, a Substack targeted at young Christian adults. (Substack is a popular publishing and newsletter creation … Read more

There are many retirement financial milestones to pay attention to: your penalty-free early distribution age from an IRA (59/12), eligibility for Social Security (early filer at 62 and … Read more

First and foremost, thank you for subscribing to this blog. I’ve had quite a few new subscribers this year and really appreciate the kind comments I received from … Read more

This is the second of two articles about some of Donald Trump’s campaign promises, which, if enacted, could significantly impact retirees or near-retirees. Interest rates Promises PolitiFact: ”Trump … Read more

In a previous article, I discussed the two presidential candidates’ major policy positions on taxes, the debt limit, and abortion. Taxes and the debt limit directly impact retirees’ … Read more

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 we have … Read more

If you spend much time listening to their political ads, you’ll hear the two presidential candidates saying basically the same thing: “Your financial well-being will be hurt by … Read more

In a previous article, I talked about saving for retirement and the need to focus on expenses, especially for those with less savings. The challenge is that many … Read more

It’s common for Christians to receive advice cautioning them about saving too much for retirement. Such advice is typically well-meaning and based on legitimate concerns founded on biblical … Read more

Regular readers know that I sometimes reflect on an interaction I’ve had with an individual or couple in the context of financial counseling/coaching and the broader implications of … Read more