Greetings! I trust that you are well and enjoying life. A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you…
Continue Reading Six Keys to More Successful InvestingAuthor: Jeff Christian
Estimating Your Retirement Income Needs
Greetings! I trust that you are well and enjoying life. You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds,…
Continue Reading Estimating Your Retirement Income NeedsYour Home As A Source Of Dollars In Retirement
Greetings! I trust that this will find you well and enjoying life. If you own a home, you may be wealthier than you think. The equity in your home could be one of your largest assets, especially if your mortgage has been paid down over the years or paid off.…
Continue Reading Your Home As A Source Of Dollars In RetirementShould You Purchase Long-Term Care Insurance
Greetings! I trust that this will find you well and enjoying life. The longer you live, the greater the chances you’ll need some form of long-term care. If you’re concerned about protecting your assets and maintaining your financial independence in your later years, long-term care insurance (LTCI) may be for…
Continue Reading Should You Purchase Long-Term Care InsuranceEp 24: Market Crash Survival Guide
Were you prepared for this most recent downturn in the market? If you were, good for you! If not, let’s talk about what you need to do to be ready for the next one.
Continue Reading Ep 24: Market Crash Survival GuideEp 23: Retirement Variables
If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everyone is unique and to maximize retirement you’ll work to align the variables with who you are.
Continue Reading Ep 23: Retirement VariablesEp 22: Financial Feelings
When you make a financial decision, does it start with looking at the numbers or asking the question, “How do I feel about this?” When should your feelings overrule the numbers, and when should the numbers overrule your feelings? Furthermore, what areas of your retirement plan are most likely swayed by feelings and emotions?
Continue Reading Ep 22: Financial FeelingsEp 21: Universal Retirement Truths
There are certain retirement planning principles that apply to everyone regardless of who you are, how much money you have, when you’re retiring, or where you live. Let’s examine these universal truths together to determine how you can maximize the principles to complement your unique retirement plans.
Continue Reading Ep 21: Universal Retirement TruthsEp 20: Stages of Retirement Planning
It is no secret that our financial plan will shift and change throughout our lives. However, this is even more prevalent, the closer we get to retirement. Jeff will discuss the different retirement planning stages and what the focus should be when you hit each of these checkpoints.
Continue Reading Ep 20: Stages of Retirement PlanningEp 19: Longevity Risk
Living a long time isn’t supposed to be a bad thing and it almost seems counterintuitive to categorize if it is a risk. But it is. Let’s take a look at how longevity plays a role in a financial plan and have an honest conversation about how to deal with the “problem” of living too long.
Continue Reading Ep 19: Longevity Risk