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Author: Jeff Christian

April 29, 2024

Six Keys to More Successful Investing

Post By Jeff Christian Uncategorized No Comments

Greetings! I trust that you are well and enjoying life. A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you…

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April 26, 2024

Bridging the Retirement Income Gap

Post By Jeff Christian Uncategorized No Comments

Greetings! I trust that you are 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 may discover…

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April 17, 2024

Cutting Back on Your Spending

Post By Jeff Christian Uncategorized No Comments

Greetings! I trust that this finds you well and enjoying life.  If you had to cut back your spending, where would you do it? This question has a way of reflecting our values as much as it does our practicality. One recent study found that when workers started feeling even a little unsure…

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April 8, 2024

Your Home as a Source of Dollars in Retirement

Post By Jeff Christian Uncategorized No Comments

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.…

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April 3, 2024

An Overlooked Tax Break

Post By Jeff Christian Uncategorized No Comments

Greetings. I trust that this will find you well and enjoying life! In retirement managing taxes, in other words getting every possible tax break that you can based on your circumstances, can be as important as effectively managing your portfolio. Are you working with a good tax preparer and tax advisor…

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March 25, 2024

Withdrawals and Taxes

Post By Jeff Christian Uncategorized No Comments

Greetings! I trust that this will find you well and enjoying life.  For years, employers and the government have encouraged people to save money for their retirement income through tax-deferred vehicles such as an IRA or company-sponsored 401(k) plan. In fact, many employers provide an additional incentive by offering to match a…

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March 13, 2024

Using Your RMD to Benefit You and Avoid Tax

Post By Jeff Christian Uncategorized No Comments

Greetings! I hope that this finds you well and enjoying life! My experience has been that if a retiree hasn’t started taking money out of an IRA until they are “required” to, they don’t need the money and as having to take the distribution triggers income tax, they usually aren’t too…

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March 6, 2024

Converting Retirement Accounts into Income

Post By Jeff Christian Uncategorized No Comments

Greetings! I trust that this will find you well and enjoying life. During your working years you’ve probably set aside funds in retirement accounts such as IRAs, 401ks as well as taxable accounts. Your challenge during your retirement years is to convert those savings into an ongoing income stream that will…

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March 5, 2024

Common Factors Affecting Retirement Income

Post By Jeff Christian Uncategorized No Comments

Greetings! I trust that you are well and enjoying life. When it comes to planning for your retirement income, it’s easy to overlook some of the common factors that can affect how much you’ll have available to spend. If you don’t consider how your retirement income can be impacted by investment…

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February 12, 2024

Naming a Charity as a Beneficiary

Post By Jeff Christian Uncategorized No Comments

Greetings! I hope that this finds you well and enjoying life. I have a case that I’m working on that involves naming a charity as beneficiary. I thought you might be interested in the following about this tax saving idea. Can I name a charity as beneficiary of my IRA? Yes, you…

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Armor Financial Group
 
381 Hwy 21 Suite 203 Madisonville, La 70447
 
985-845-2922
 
jeff@jeffchristianfp.com
 
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Securities and Advisor Services offered through Silver Oak Securities, Inc. Armor Financial Group and Silver Oak Securities are separate entities. Estate Planning and insurance services are not offered through Silver Oak Securities, Inc. FINRA / SIPC. Neither the Company nor its agents or representatives may give tax, legal, or accounting advice. Individuals should consult with a professional specializing in these areas regarding the applicability of this information to his/her situation.

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