Author: Jeff Christian

Greetings! I hope this finds you well and enjoying life! An important part of retirement planning is income planning. Having a structured process and system that consistently and reliability generates cash flow for day to day needs is imperative and one of the fundamental keys to successful finances in retirement.…

Greetings! I trust that this finds you well and enjoying life. It’s hard to determine when the stock market has peaked and it’s time to get out. It is likely even harder to know when the damage is over and it’s opportune to get back in. But making both calls…

Greetings! I trust that this finds you well and enjoying life. The markets are unsettled and lack direction. Most of the gains achieved this year were given up last week. The Fed and monetary policy coupled with a strong dollar continue to cause investors to lack clear direction. The US…

Greetings! I trust that this will find you well and enjoying life. On Friday the S&P 500 sold off about a percent and a half after a much stronger than expected report about the rise in nonfarm US payrolls. The concern is related to how the FED will interpret the…

Greetings! I trust that this will find you well and enjoying life! Goals are critical to succeed in any endeavor. If clear and realistic goals are established, the steps necessary to succeed can be studied and the goal ultimately achieved. This applies strongly to retirement planning and to success in…

Greetings! I trust that this will find you well and enjoying life! 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 to retire? What about retirement…

Greetings! I trust that this will find you well and enjoying life! How’s your ability to withstand short-term losses? This is the question at the core of any discussion of risk tolerance. Some people are able to ride through turbulence in the financial markets with a shrug while others suffer…

Greetings! I trust that this will find you well and enjoying life! When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a 50th birthday can act as a wake-up call. It may offer a powerful reminder to trailing-edge baby boomers and Gen Xers, many…