Author: Jeff Christian

Greetings! I trust that this will find you well and enjoying life. Who takes an emergency cruise? The answer is no one. People book emergency flights all the time — to visit someone ill, attend a funeral, see a new baby or even decide to go on an impromptu vacation. It’s this…

Greetings! I trust that this will find you well and enjoying life. Last week I read an article in the Wall Street Journal that had several great tips on successful investing. It was titled The Three Mistake Investors Make Over and Over Again and the following is I believe worth passing on.…

Greetings! I trust that this will find you well and enjoying life. When we talk about inheritances, generally we think first about assets and real property. However, a recent survey found that 86 percent of baby boomers and 74 percent of Americans 72 and older believe that documenting their family history is…

Greetings! I trust that this will find you well and enjoying life. In the past few months I’ve had a number of inquiries about when is the best time to purchase long term care insurance. Long-term care insurance premiums increase as you get older, but generally you can lock in…

Greetings! I trust that this will find you well and enjoying life. Starting in 2015, new rules will permit only one rollover per year from one traditional IRA to another traditional IRA. The new provision is designed to discourage IRA owners from taking temporary tax-free loans from their IRAs via multiple rollovers…

Greetings! I trust that this will find you well and enjoying life. I took a few days off to rest and renew. My Chesapeake Bay retriever Sheba and I were able to enjoy some excellent dove shooting in Mississippi over the labor day weekend. I hope that the attached weekly economic…

Greetings I trust that this will find you well and enjoying life! You all know the emphasis I place on financial education and the value of knowledge. I believe that the more you know about the economy and personal finances, the better and easier it is for you to make sound financial…

Greetings! I hope this finds you well and in good spirits. Please find the following information on maximizing Medicare. We need to all be prepared to manage this government program to our maximum advantage. After all, you pay for it. One of every three U.S. residents is insured by Medicare…

Greetings! I hope this finds you well and in good spirits. I have had a number of clients to downsize their homes recently. I suspect that this trend will continue. The following information will be useful if you plan to downsize or relocate. A recent report found that the residential…

Greetings! I hope this finds you well and in good spirits. I saw this article recently on discovering travel cost and thought you might find value in it. We are now fully into the summer travel season. About 41 percent of the U.S. population — approximately 72 million Americans — plan…