Category: Year End

  • The Majesty of Simplicity

    Perhaps like many of you, I recently filed my 2022 tax returns. I always try to itemize my deductions, and this year, as I was working on them, I was struck by how simple it was to do that. I use Intuit’s Turbotax product and have for many years. That enables me to import all…

  • My Year-End Retirement Stewardship Review and Planning Routine

    I’m occasionally asked how I manage my retirement finances. I’ve touched on some aspects in previous posts, but I thought I’d share a little about my not-very-formal-or-complicated year-end regime. I don’t do this to suggest that I handle things in an exemplary way or that you should do what I do. Retired families can have…

  • My Top 10 Posts for 2020

    This has been a year that we will never forget. 2020 was a highly contentious presidential election year in the middle of a global pandemic. Violence and unrest filled the streets of many cities. Many, many people experienced (and are still experiencing) severe financial hardship. And, of course, many became seriously ill due to the…

  • Closing out 2017

    We are starting a new year. 2017 was a good one for retirementstewardship.com. We were able to stay on pace publishing an article about every two weeks, and also added a lot of new subscribers. So, first and foremost, I want to express my gratitude to every one of you who are subscribers and regular…