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…

Greetings! I trust that this finds you well and enjoying life. Someone asked me a long time ago how they could learn more about money. My response was for them to make a habit of reading the money section of the Times Picayune each day. A lot has changed hasn’t…

Greetings! I trust this will find you well and enjoying life. Many people are finding it increasingly difficult financially to retire. I trust that the following ideas on managing an income in retirement will be useful. When you determine your retirement income needs, you make your projections based on the…

Greetings! I trust that this will find you well and enjoying life. What a great market update report this week. All time highs in stock markets broken. It’s important to not get caught up in all the media hype and compromise your personal investment strategy. Stick to the asset allocation…

Greetings! I trust that this will find you well and in good spirits. I saw this article recently and found it to do a great job explaining an important nuance on maximizing social security benefits. I hope it will benefit you in your planning. Planning for Earned Income in Retirement…

Greetings! I trust that this will find you well and in good spirits. I am constantly reminded that we live in an ever increasing global economy. Economic events in other parts of the world affect our markets or vice versa. This seems more and more the rule rather than the…

Greetings! I hope this finds you well and enjoying life! The US economy continues to show signs of recovery. If our leaders in Washington could just get it together, I believe that the economy could well take off. At present I still have concerns about their ability to lead us…

Greetings! I hope this finds you well and enjoying life! Did you know that you might have to pay federal income tax on your Social Security retirement benefit? If the only income you had during the year was Social Security income, then your benefit usually isn’t taxable. However, if you…

Greetings! I hope this finds 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 benefits may…