Author: Jeff Christian

Greetings! I hope that this will find you well and enjoying life. As we get older, our financial objectives change. For example, as young up-and comers, we tend to focus on saving and investing for retirement. But the closer we get to retirement, the more we need to consider how…

Greetings! I trust that this will find you well and enjoying life. Social media is a powerful force in our society today. Lately I’ve seen a lot of articles and studies on how much value it actually provides in our lives. The juries not in on it yet and only time…

Greetings! I trust that this will find you well and enjoying life. As a retirement planner I am seeing more and more clients downsize their homes and have a number of them considering moving to retirement communities. Now that the home buyer market is beginning to progress, more late stage baby boomers…

Greetings! I trust that this will find you well and enjoying life. Your mail is protected by 18 U.S. Code § 1708, but that won’t stop mail theft, which may occur after you’ve already read through your mail and thrown it away. The trash cans you place at the curb for…

Greetings! I trust that this will find you well and enjoying life. Here we are once again, income tax filing deadline time of the year unless of course you file an extension. I want to challenge you to ask yourself if you are doing everything that you can to minimize…

Greetings! I trust that this will find you well and enjoying life. Do you have a grandchild rapidly approaching college with no college savings? You can step in with a substantial gift by opening a 529 college savings plan. The nice thing about these plans is that you own the account and…

Greetings! I trust that this will find you well and enjoying life. Carl Richards is a financial writer known for depicting financial illustrations with nothing more than a Sharpie. Like a cartoonist, he’s able to capture financial notions, behaviors and logistics with a few simple swipes of a heavy-handed pen.…

Greetings! I trust that this will find you well and enjoying life. Like you I am seeing a great deal of advertising these days about reverse mortgages. The prominent actors and politicians hired to promote them, make it all sound so easy and hype them up to appear to be…

Greetings! I trust that this will find you well and in good spirits. From time to time I have a retired client that decides to downsize their home. In the last year or so I have had several retired clients to make the decision to down size their home and…

Greetings! I hope that this finds you well and enjoying life. I received a couple of calls last week from clients that were concerned about the effect that the crisis in Ukraine could have on our markets if it comes to war. Obviously there would likely be repercussions for markets…