Author: Jeff Christian

Greetings! I hope and trust that this finds you well and enjoying life. The combination of investments you choose for your retirement portfolio can be as important as your specific investments. The mix of various asset classes, such as stocks, bonds, and cash alternatives, account for most of the ups and…

Greetings! I trust that this will find you well and enjoying life. In retirement if you need or want the growth that the markets have historically provided how do you manage the volatility? A number of processes come into play. However, two that I want to mention today that are…

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 guarantee…

Greetings! I trust that you are well and enjoying life. For the most part, I write about ideas and issues related to retirement and prudent planning takes many forms. Today I want to write about a form of planning that can pay big dividends under the right (wrong) kind of circumstances.…

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,…

Greetings! I trust that this will find you well and enjoying life.  Here are some common financial mistakes people fall prey to as they approach retirement. Do a quick check to make sure that you avoid them. In Your 40s and 50s Trying to keep up with the Joneses. Appearances can be deceptive.…

Greetings! I trust that this will find you well and enjoying life.  As a retirement planner, I am seeing more and more clients downsize their homes and have a number of them considering moving to retirement communities. More late-stage baby boomers and retirees are seizing this window of opportunity to sell the family…

Greetings! I hope that this finds you well and enjoying life. At any age, health care is a priority. When you retire however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive…

Greetings! I hope this finds you well and enjoying life! An important part of retirement planning is income planning. Having a structured process and system that consistently and reliably generates cash flow for day-to-day needs is imperative and one of the fundamental keys to successful finances in retirement. The American…