Author: Jeff Christian

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…

Greetings! I trust that you are well and enjoying life. Human nature often avoids planning for the unexpected, especially complications that involve our health and life span. However, life always works best with advanced planning. Continuing our theme on issues involving estate planning, today’s topic is about planning for incapacity.…

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…

Greetings! I trust that this will find you well and enjoying life. Allowing for the fact that we are in the ninth year of a bull market and the market being at an all-time high, it’s probably a better time than others to examine the concept of financial risk. Few…

Greetings! I trust that this will find you well and enjoying life. Handling market volatility. Conventional wisdom says that what goes up, must come down. We’re in the ninth year of a bull market and the second longest running bull market in history. But even if you view market volatility…

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…

Greetings! I trust that this will find you well and enjoying life. The longer you live, the greater the chances you’ll need some form of long-term care. If you’re concerned about protecting your assets and maintaining your financial independence in your later years, long-term care insurance (LTCI) may be for…

Greetings! I trust that this will find you well and enjoying life. If you own a home, you may be wealthier than you think. The equity in your home could be one of your largest assets, especially if your mortgage has been paid down over the years or paid off.…

Greetings! I trust that this will find you well and enjoying life. What separates a great retirement from a good retirement? Often I observe in retirees that more than anything it’s state of mind. Here are several ways to view life that when embraced, can do much to enrich your…

Greetings! I hope that this finds you well and enjoying life. Big news on Friday out of the White House is that President Trump has exercised his authority as president for possible changes regarding the Dodd Frank Act and the Department of Labor fiduciary rule. No actual changes yet, but…