A New Vision For Retirement From A Biblical Perspective

08/28/2018Posted in Retirement, Christianity, Bible, Newsletters

By Mary Jo Lyons, CFP® We had it right all along. Retirement to a life of leisure is not part of God’s plan. He called us to work, ideally with a sense of satisfaction and enjoyment. Leisure is a part of God’s plan but not the objective.There should be a relationship between work and leisure [...]

Are You Ready to Retire?

07/21/2017Posted in Finance, Retirement, Blogs, Newsletters

In a recent retirement planning study,* respondents were asked eight questions about retirement, including the estimated amount of savings they would need, what percentage of savings should be withdrawn each year, and how many years someone retiring at age 65 should expect to live in retirement. Not only did many miss the mark on these [...]

Retirement Planning

09/01/2016Posted in Business, Generation X, Generations, Baby Boomers, Retirement, Blogs, Newsletters

Are you planning to retire within the next 5 years? Will you need to decide between a lump sum payout or a monthly pension amount? Do you worry if you’ll outlive your current retirement savings and if you have enough? Do you wonder what you’ll do with the time you’ll gain once you retire from [...]

Do you need a Wealth-Inheritance-Legacy Plan?

02/10/2015Posted in Finance, Generation X, Generations, Baby Boomers, Wealth Management, Retirement, Investing, Christianity, Biblical Wealth Management, Financial Goals, Giving, Charitable Giving, Charitable Trust, Financial Planning, Inheritance, Family Inheritance, Heritage Planning, Creative Giving, Charitable Gift Annuity, Blogs

As you get closer to the finish line of life, it’s important to start thinking about your wealth distribution in three different ways.

Guaranteed Retirement Income For Life

01/12/2015Posted in Finance, Wealth, Generation X, Generations, Baby Boomers, Wealth Management, Retirement, Investing, Biblically Responsible Investing, Morally Responsible Investing, Investing With Your Values, Christian Investing, Value Investing, Christianity, Biblical Wealth Management, Inheritance, Family Inheritance, Heritage Planning, Blogs

It is estimated by many sources, that for the last few years approximately 10,000 Baby Boomers are retiring daily in our country. This is expected to continue for at least the next ten years.

Is Retirement Biblical?

07/05/2013Posted in Generation X, Generations, Baby Boomers, Retirement, Christianity, Bible, God, Bible Verses, Jesus, Blogs

Did you know the word “retire” only appears in the entire Bible one time? It is found in the Old Testament in Numbers 8:24-26. This scripture speaks of Levitical priests retiring at the age of 50 from serving in the temple, but it is not in the context we think of today. Instead it is […]

9th Principle of Biblical Wealth Management: Leaving a Legacy

06/23/2013Posted in Wealth Management, Retirement, Christianity, Bible, Biblical Wealth Management, God, Bible Verses, Jesus, Estate Planning, Christian Estate Planning, Inheritance, Family Inheritance, Heritage Planning, Blogs

Acts 20:35 In everything I did, I showed you that by this kind of hard work we must help the weak, remembering the words the Lord Jesus himself said: ‘It is more blessed to give than to receive.’

7th Principle of Biblical Wealth Management: Heritage Planning, Part IV

05/31/2013Posted in Finance, Wealth, Generation X, Generations, Baby Boomers, Wealth Management, Retirement, Christianity, Bible, Biblical Wealth Management, Bible Verses, Inheritance, Family Inheritance, Heritage Planning, Blogs

This will be the last and final part on Heritage Planning. Last week we covered the first 6 of the 12 Elements of Preserving Family Wealth. I would invite you to go back and read the first 6 elements if you missed last week. Today I will cover elements 7-12.

7th Principle of Biblical Wealth Management: Heritage Planning, Part III

05/24/2013Posted in Finance, Wealth Management, Retirement, Christianity, Biblical Wealth Management, Inheritance, Family Inheritance, Heritage Planning, Blogs

My last two blogs have been on Heritage Planning and last week we looked at some thought provoking questions to consider. This week we will cover the first 6 of the 12 Elements of Preserving Family Wealth.

The Ten Most Common Ways I’ve Seen Wealth Obtained, Part I

02/22/2013Posted in Finance, Wealth, Wealth Management, Pension, Retirement, Blogs

PROVERBS 13:11 (NET) Wealth gained quickly will dwindle away, but the one who gathers it little by little will become rich. 29 years in business have left me with a lot of knowledge about how people obtain wealth. In all those years, I have come to learn that most people have obtained wealth like a […]