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Financial Guidance That Brings Clarity

All Certification Client Stories credit investing Life People personal finance Retirement social security taxes Tech the market Uncategorized (more)

Author: John Simkins

Retirement
The “To” Question: What Do You Want to Retire “To”?
March 4, 2026 By John Simkins

John Simkins offers perspective on how defining what you’re retiring “to” brings clarity to important decisions about lifestyle and location.

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Tech
Embracing AI: From Tool to Essential Skill
November 28, 2025 By John Simkins

John explores AI’s basics, ways to leverage it effectively, and compares its rise to the way calculators transformed learning.

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People
Family-Owned Business Lessons Learned About Financial Clarity in Taiwan, Part 1
August 20, 2025 By John Simkins

John Simkins reflects on global research presented at the 2025 CSHCR conference in Taiwan, highlighting the financial dynamics of family-owned businesses across generations and cultures.

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Certification
Certified Investment Management Analyst®, CIMA® certification
January 7, 2025 By John Simkins

John Simkins’ shares his personal journey of achieving the Certified Investment Management Analyst (CIMA®) certification, highlighting the challenges and skills gained in portfolio construction, risk management, and behavioral finance.

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People
Things to Think About with a New Child or Grandchild
January 12, 2024 By John Simkins

As he welcomes the birth of a new grandchild into his family, John Simkins shares things to think about when planning for a new child or grandchild.

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Retirement
Are You Ready for Your Decumulation Phase?
November 3, 2023 By John Simkins

John Simkins explores the important shift in retirement planning from accumulation to decumulation.

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Meeting with an Elder Law Attorney Retirement
My Recent Meeting with an Elder Law Attorney
July 27, 2023 By John Simkins

Navigating the complexities of Medicaid Spenddown, John Simkins shares his insights from a recent meeting with an elder law attorney.

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family helping with homework People
Passing on a Legacy of Financial Independence
June 28, 2023 By John Simkins

John Simkins reflects on the opportunity to shape future generations’ relationship with money by passing on a legacy of financial independence and fiscal responsibility.

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Ask An Advisor Series – Is my bank account safe? investing
Ask An Advisor Series – Is My Bank Account Safe?
April 5, 2023 By John Simkins

In this edition of the Ask An Advisor Series, John Simkins answers frequently asked questions about Silicon Valley Bank’s closure.

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investing
Does Silicon Valley Bank’s failure affect me and my bank?
March 14, 2023 By John Simkins

John Simkins shares his perspective on Silicon Valley Bank’s recent failure.

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Authors

  • Mark Brinser
  • Zak Drescher
  • Leanne Fee
  • Jay Kready
  • Logan Kready
  • W. Lee Shertzer
  • John Simkins
  • Thomas Talbott
  • Ben Writer
  • Stewardship Advisors

Recent Posts

  • The “To” Question: What Do You Want to Retire “To”?
  • Housing Affordability and the Cost of Ignoring Reality
  • Considerations When Relocating in Retirement
  • Real Talk on Retirement: What We Heard, What We Learned
  • Embracing AI: From Tool to Essential Skill

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Stewardship Advisors, LLC is a Registered Investment Advisor (“RIA”) registered with the United States Securities and Exchange Commission (SEC) and domiciled in the Commonwealth of Pennsylvania. Registration with the SEC does not imply any certain level of skill or training. This website contains links to third-party websites. These links are provided solely as a convenience to you and does not imply an affiliation, sponsorship, endorsement, approval, investigation, verification, or monitoring by Stewardship of the contents on such third-party websites. Stewardship is not responsible for the content of any website owned by a third party that may be linked to this Website regardless of whether the link is provided by Stewardship or a third party. No part of this website nor the links contained therein is a solicitation or offer to sell investment advisory services except where applicable in states where we are registered, or where an exemption or exclusion from such registration exists.

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