Author: Jeff Christian

Greetings! I hope this finds you well in every way. I know that we are all highly tuned into the evolving Coronavirus (COVID-19) and let’s face it, fears over unpredictable rates of contagion and the impact on world-wide economic growth will continue to affect the market adversely until containment is…

Greetings! I hope that this finds you well and enjoying life. A tax dollar not paid is a dollar in your pocket. Here are some tips that may assist you in trimming your tax bill in retirement. Give yourself options with the types of investment retirement accounts you own. Having…

Greetings! I trust that this will find you well and enjoying life. It’s that time of the year again and I’m not talking Mardi Gras, I’m talking tax time. On any investment that is positioned outside of a tax shelter like an IRA or annuity, you’re going to pay taxes…

I trust that this will find you well and enjoying life. It’s complicated money and happiness. Does more wealth lead to happiness? Researchers have tackled this question for decades, and although the results have differed, one fact is certain: The relationship between money and happiness –or “well-being,” as many researchers…

Greetings! I trust that this will find you well and enjoying life. I’ve spent countless hours analyzing the habits shared by successful retirees. Five stand out and I urge anyone serious about retirement to take these measures sooner rather than later. You Are Not the Family Bank All parents have…

I trust that this will find you well and enjoying life. I have a question for you and I want an honest answer. Do you know where you stand financially at any given point in time? To be more specific, do you know within a few thousand dollars what your…

Greetings. I trust that this will find you well and in good spirits! Christmas, what a wonderful time of the year! Family is so important to Christmas. I hope you have an opportunity to experience your loved ones at this time of the year and become renewed through it. Giving…

I trust that this will find you well and enjoying life. The transition into retirement, what is it? The transition into retirement is when you are changing from your full-time working years to your retirement years. If retirement is approaching, you may have to make numerous decisions. Can you afford…

Greetings! I trust that this finds you well and enjoying life. Here are seven common retirement mistakes everyone should know about. Investing during retirement as though you are still working. Not protecting yourself and your nest egg from significant market decisions. Not structuring your basic (non-discretionary) retirement income plan to…

Greetings! I trust that this will find you well and in good spirits. I can’t emphasize strongly enough the importance of you keeping up with current financial affairs to a certain degree. Over time by staying in tune with the ebb and flow of the economy and the markets, you…