Author: Jeff Christian

Greetings! I trust that this finds you well and enjoying life. Before you retire, take the time to figure out just how much money you’ll need for retirement. One of the biggest concerns for retirees is whether their retirement savings will last the rest of their lives– will they run…

I trust that this will find you well and enjoying life. The transition into retirement, what is it? The transition into retirement is when you are changing from your full-time working years to your retirement years. If retirement is approaching, you may have to make numerous decisions. Can you afford…

I trust that this will find you well and enjoying life. You can choose to delay receiving Social Security retirement benefits until you are past normal (full) retirement age. Perhaps you want to work longer because you enjoy it, or maybe you want your retirement benefit to be higher when…

I trust that this will find you well and enjoying life. It’s complicated money and happiness. Does more wealth lead to happiness? Researchers have tackled this question for decades, and although the results have differed, one fact is certain: The relationship between money and happiness –or “well-being,” as many researchers…

I trust that this will find you well and enjoying life. Your employers sponsored retirement savings plan is a convenient way to help you accumulate money for your retirement. Using payroll deductions, you invest for your future automatically, following that off noted advice to “pay yourself first.” But choosing to…

I trust that this will find you well and enjoying life. I have a question for you and I want an honest answer. Do you know where you stand financially at any given point in time? To be more specific, do you know within a few thousand dollars what your…

I trust that this will find you well and enjoying life. Taxes are one of the ways out of this mess we’re in with this twenty trillion of national debt and we’re in a big mess. Reforming taxes that is, not raising them. It seems simple to me. If you…

I trust that this will find you well and enjoying life. The following information on Brexit is provided from Life Strategies Analytics, the investment management service that we use to manage portfolios for clients. On Thursday, Britain voted to leave the European Union. While this decision is most important for…

I trust that this will find you well and enjoying life. You raised them, helped them get through school, and now your children are on their own. Or are they? Even adult children sometimes need financial help. But if your child asks you for a loan, don’t pull out your…

Greetings! I trust that this will find you well and enjoying life. During your working years, you’ve set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable accounts . Your challenge during retirement is to convert those savings into an…