Author: Jeff Christian

Greetings! I trust that this finds you well and enjoying life. You may have assets in accounts that are taxable (e.g., CDs, mutual funds), tax-deferred (e.g., traditional IRAs and 401(k)s) and tax-free (e.g., Roth IRAs and Roth 401(k)s). Given a choice, which type of account should you withdraw from first? The…

Greetings! I hope that this will find you well and enjoying life. As we get older, our financial objectives change. For example, as young up-and comers, we tend to focus on saving and investing for retirement. But the closer we get to retirement, the more we need to consider how…

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 trust that this finds you well and enjoying life.  You may have heard the saying, “Life is what happens to you while you’re busy making plans.” That’s a line from a John Lennon song entitled, Beautiful Boy. It’s also a keen observation of what could happen if you focus too closely…

Greetings! I hope this finds you well and enjoying life.  Have you checked your retirement plan lately? It’s generally a good idea to review your retirement savings plan at least once each year and when major life changes occur. If you haven’t given your plan a thorough review within the last…

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 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 a state of mind. Here are several ways to view life that when embraced, can do much to enrich your…

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 trust that this will find you well and enjoying life. I’ve spent countless hours analyzing the habits shared by successful retirees. Five stand out and I urge anyone serious about retirement to take these measures sooner rather than later. You Are Not the Family Bank All parents have one basic…

Greetings! I trust that this will find you well and enjoying life. I have a question for you today. If there was a missing fact or piece of information that was costing you a significant amount of money now or would cause a significant problem in the future, when would you…