Author: Jeff Christian

Greetings! I trust that this will find you well and enjoying life.  Medicare and all that’s involved with it can be complex initially. You’ll need to take steps to familiarize yourself with it as you approach age 65 for maximum benefits and to minimize your cost. Even enrolling can be tricky…

Greetings! I trust that this will find you well and enjoying life. Have you considered the single biggest expense that you will face in retirement? Would you suspect it to be housing? Or recreation? How about health care costs? Between Medicare premiums and the portion of medical bills Medicare doesn’t pay, health…

Greetings! I hope and trust that this finds you well and enjoying life. Being named as the executor of a family member’s estate is generally an honor. It means that person has been chosen to handle the financial affairs of the deceased individual and is trusted to help carry out…

Greetings! I trust that you are well and enjoying life. I get a lot of questions about probate. I think a big part of the reason is because of the attorney’s that sell revocable living trusts and the way that they promote them as a cure all for probate. A quality…

Greetings! I trust that you’re well and enjoying life. If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the…

Greetings! I trust that you are well and enjoying life. Having been involved with helping people financially for as long as I have, I’ve seen a lot of life situations some we celebrate and some we just get through the best that we can. An unexpected death is the worst that…

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 put…

Greetings! I trust that this will find you well and enjoying life. Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it’s your money at stake. Though there’s no foolproof way to…

Greetings! I hope that this finds you well and enjoying life. Setting goals for retirement is an important part of retirement investing. For example, do you want to retire early? Would you like to travel during retirement? Do you plan on working post-retirement? Having goals and objectives can help you develop…

Greetings! I trust that this will find you well and enjoying life. A client recently asked about stock dividends as a source of retirement income. So, the question is, are stock dividends reliable as a source of income? Dividends can be an important source of income. However, there are several factors…