Author: Jeff Christian

Greetings! I hope and trust that this finds you well and enjoying life. When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is or take it with you? Should you roll the money over into…

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 hope and trust that this finds you well and enjoying life. Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend your health-care dollars? If so, you may be interested in an alternative…

Greetings! I hope and trust that this finds you well and enjoying life. Often overlooked in our retirement plans (and our working years, for that matter) is what I like to call a “rainy day fund” for emergencies. Most people don’t have one. That can be a problem for many…

Greetings! I hope and trust that this finds you well and enjoying life. Many Americans realize the how important it is to save for retirement, but knowing exactly how much you need to save to be secure is another matter entirely. Everyone’s situation is unique and it’s sometimes challenging to…

Greetings! I hope and trust that this finds you well and enjoying life. You may hope to live to an old age, but a longer life means that you’ll have even more years of retirement to fund. You may even run the risk of outliving your savings and other income…

Greetings! I hope and trust that this finds you well and enjoying life. Most Americans will receive Social Security and Medicare benefits at some point in their lives. For this reason, workers and retirees are concerned about potential program shortfalls that could affect future benefits. Each year, the Trustees of…

Greetings! I hope and trust that this finds you well and enjoying life. In general we tend to drive more in the summer season than at other times of the year. I saw the following this week on gas prices and thought it might be of interest to you. The…

Greetings! I hope and trust that this finds you well and enjoying life. To further our discussion about investing basics and your retirement, this week let’s examine asset allocation. The combination of investments you choose for your retirement portfolio can be as important as your specific investments. The mix of…

Greetings! I hope and trust that this finds you well and enjoying life. To further our discussion about investing basics and your retirement this week let’s examine mutual funds. You can invest in all three major asset classes of cash, stocks and bonds through mutual funds. In this form of…