Author: Jeff Christian

Greetings! I hope that this finds you well and enjoying life. I’m excited about the business of retirement. For some IRA holders there can be an effective way to give in a way that benefits the charity, benefits you and leaves the IRS out in the cold. Recently I have…

Greetings! I hope this finds you well and enjoying life. You’ve worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets to give them lasting potential. Traditional wisdom holds…

Greetings! I hope this finds you well and enjoying life. If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend…

Greetings! I hope this finds you well and enjoying life. An increasing number of employees nearing retirement plan to work for at least some period of time during their retirement years. The obvious advantage of working during retirement is that you’ll be earning money and relying less on your retirement…

Greetings! I hope this finds you well and enjoying life. When it comes to transitioning into retirement, timing really is everything. The age at which you retire can have an enormous impact on your overall retirement income situation, so you’ll want to make sure you’ve considered your decision from every…

Greetings! I hope this finds you well and enjoying life. Are You Ready to Retire? The question is actually more complicated than it first appears because it demands consideration on two levels. First, there’s the emotional component. Are you ready to enter a new phase of life? Do you have…

Greetings! I hope this finds you well and enjoying life. In light of the recent activity in the market involving the sell off and recovery, I felt that the following information on retirement portfolio maintenance might be in order. Have you checked your retirement plan lately? It’s generally a good…

Greetings! I hope and trust that this finds you well and enjoying life. I’m sure that all eyes have been on the market this week so I felt the following might be useful. It’s likely that mainstream news will gravitate to headlines of ‘largest point drop in history’ in reference…

Greetings! I trust that this will find you well and enjoying life. When it comes to transitioning into retirement, timing really is everything. The age at which you retire can have an enormous impact on your overall retirement income situation, so you’ll want to make sure you’ve considered your decision…

Greetings! I hope and trust that this finds you well and enjoying life. In light of the fact that we are in the ninth year of the bull market and last years advances, I felt it might be useful for readers to consider the following information. How much risk can you…