Retirement Stewardship

Save Diligently ~ Invest Wisely ~ Give Generously ~ Live Abundantly

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Planning for Health Care Expenses in Retirement

In previous articles, I discussed Medicare and other health insurance options in retirement. One of the big myths about Medicare is that it pays for everything. Well, it doesn’t – nor does Obamacare or most other plans. In almost all cases, you will be responsible for premiums, co-pays, deductibles, and other out-of-pocket expenses, depending on… 

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Health Insurance Options Before Medicare

Your medical insurance choices will depend greatly on whether you are young and a long way from retirement, an “early” retiree and a few years away from Medicare eligibility, or 65 or older and eligible for Medicare. In this article, I discuss the medical insurance options that younger people and “early retirees” may consider. In… 

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Estate Planning and Your Will

This article is a follow-up to my last one about leaving a legacy and estate planning. Once you get some up-front planning done, the next step is to put things in writing. I redid my own estate plan (my will and associated documents) last year, and I occasionally get questions about the best way to… 

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Retirement Stewardship and Your Legacy

In this, the first of two articles, I get into the sensitive and sometimes emotional subject of stewardship as it relates to estate planning. Whether you are older and already in retirement, or younger and this is perhaps the farthest thing from your mind, this is an important subject. Why? Because it is the way… 

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Your Four Most Important Financial Decisions – #4: Saving and Investing

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… 

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