Author: Jeff Christian

Greetings! I trust that this will find you well and enjoying life. During your retirement years, it’s important to pay close attention to the income tax consequences of your investment decisions. If you receive a great deal of investment income when retired for instance, the taxation of your Social Security…

Greetings! I hope that this finds you well and enjoying life! On July 1 of 2016 the first baby boomer turned 70 ½ and became subject to required minimum distributions (RMD) from their IRA’s or company retirement plans. My experience has been that if a retiree hasn’t started taking money…

Greetings I trust that this will find you well and enjoying life! Every week here we focus on financial health, most often financial health as it relates to retirement. For a change let’s consider physical health as we begin a new year. A new year is an excellent opportunity to…

Greetings! I trust that this will find you well and enjoying life. With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to…

Greetings! I trust that this will find you well and enjoying life. When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you…

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 than later. You Are Not the Family Bank All Parents have one…

Greetings! I trust that this will find you well and enjoying life. My favorite time of the year, duck season and oh yes of course the holidays! But seriously folks it’s the holidays, the best time of the year for a lot of reasons. Thanksgiving as a prominent nationally celebrated…

Greetings! I trust that this will find you well and in good spirits. Whether you’re happy or sad about the results of the election it’s over. It’s over and thank God we can move on and away from politics. Donald Trump is president elect and as such America will be…

Greetings! I trust that this will find you well and enjoying life. A new study by TIAA found that many Americans have a misplaced sense of confidence with regard to how they are saving and planning for retirement. According to the 2016 TIAA Lifetime Income Survey, 54% of the respondents…

Greetings! I trust that this finds you well and enjoying life. To live well in retirement, you have to embrace change and longevity planning. As you get older your circumstances will continue to change, sometimes rapidly. What doesn’t change is your desire to be independent, to have social connections that…