Author: Jeff Christian

Greetings! I trust that this will find you well and enjoying life. When is being risk-averse too risky for the sake of your retirement? After you conclude your career or sell your company, you have a right to be financially cautious. At the same time, you can risk being a…

Greetings! I trust that this will find you well and enjoying life. From the perspective of financial success giving something back is foundational. Despite lower tax incentives, charitable donations are as strong as ever. Contributions from individuals, companies, foundations and bequests in 2013 totaled more than $335 billion — nearly…

Greetings! I trust that this will find you well and enjoying life and that your year is off to a great beginning. Recently I have experienced the unexpected deaths of two close family members. Obviously this is something that we can never totally plan for. However certain things about death…

Greetings! I trust that this will find you well and enjoying life. Do you like to shop around online for the best CD rates? Do you have a habit of moving certificates of deposit from bank to bank in pursuit of better yields? If you do, you should be aware…

Greetings! I trust that this will find you well and enjoying life. Social Security benefits are increasing 1.7% in 2015. This marks the fourth straight yearly cost-of-living adjustment, following a 1.5% COLA for 2014. Next year, the average monthly Social Security payment for a single retiree increases by $22 to…

Greetings! I  hope this finds you well and enjoying every aspect of the holidays. Please find attached the weekly economic update. I want to compliment you on your desire to stay abreast on economic events. This practice over time will reap big rewards through sound decisions. Thank you for your…

Greetings I trust that this will find you well and in good spirits! What a week on Wall Street! Crude oil prices and currency instability in Russia caused for a wild ride and considerable volatility. But in the final analysis, investors shrugged off concerns and bet on the great institution…

Greetings! I trust that this will find you well and enjoying life. The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as…