States Are Requiring Retirement Plans
Will new mandates solve an old financial problem? Too many Americans save too little for retirement. This problem has been discussed for decades in all kinds of media, and there seems to be no
Retirement Preparation Mistakes
Why are they made again and again? Download our free eBook, 6 Rules for Investing. Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from
RMDs Get a Small Reprieve
2022 brings new life expectancy tables. For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum withdrawals (RMD) from retirement accounts
2021 Market Review & What’s to Expect in 2022
We live in interesting days. 2021 has brought us another year of ups and downs. On one level, many folks have finally felt confident enough to travel and be with family. On another level,
Are Gen Xers Planning for Retirement the Right Way?
Some are planning wisely, but others are beset by mistakes. Generation X has become the new “sandwich” generation. Many Americans born during the years 1965-1980 are finding themselves caring for aging parents and
Wise Decisions with Retirement in Mind
Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want; others don’t. It isn’t merely a matter of investment decisions that makes the
Laying up Treasures in Heaven (1 Year of Stewardology!)
Listen on Apple Podcasts, Spotify, Buzzsprout, online, or search ‘The Stewardology Podcast’ in your favorite podcast app. Author, preacher and teacher, Randy Alcorn published a book in 2001 called the Treasure Principle. It provides a very good look
The Pros and Cons of Early Retirement Plan Rollovers
Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it
A 6.1% Bump in Social Security?
COLA and Social Security. The news keeps getting better for Social Security recipients. It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would
2021 Retirement Confidence Survey
A deep dive into workers' expectations in retirement versus actual income sources. Will your retirement dreams match your reality? That's perhaps the most critical question to ask people who are currently retired. Was your