Author: Jeff Christian

Happy Fall! Fall is such a lovely time of the year and this one has been following the script so far here in Southeast Louisiana. With a nice rainy transition right on time with the solstice we now have had a collection of cooler mornings and sunny days to enjoy.…

I hope this finds you well and enjoying life. You should be proud of yourself when you have all of your estate planning components in place. In Louisiana, the four basic components are a will, power of attorney, medical power of attorney and a living will. Proper estate planning puts worries…

Greetings! I hope and trust that this finds you well and enjoying life. According to new research from Morningstar Investment Management, retiring early could be at least as hazardous to your wealth as a major market correction. It’s a significant issue because most pre retirees think they can manage and control…

Greetings! I trust that this finds you well and enjoying life. I am aware that this week’s topic is somewhat lengthy. However, I find more and more retirees and persons approaching retirement being challenged to examine a retirement with an income shortfall. The experience can be radical unless you plan…

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.  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.  Incorrectly predicting…

Greetings! I trust that this will find you well and enjoying life. You raised them, helped them get through school, and now your children are on their own. Or are they? Even adult children sometimes need financial help. But if your child asks you for a loan, don’t pull out your…

Greetings! I trust that this will find you well and enjoying life. The question often is, is there a biggest mistake people make when approaching retirement? In my opinion, there is a mistake that involves the biggest possible consequences. Many people in their 50s and beyond are making a serious mistake and it has…

Greetings! I trust that this finds you well and enjoying life. Investment planning during retirement is not the same as investing for retirement and in many ways, is more complicated. Your working years are your saving years. With luck, your income increases from year to year as you receive promotions…

Greetings! I hope and trust that this finds you well and enjoying life. The combination of investments you choose for your retirement portfolio can be as important as your specific investments. The mix of various asset classes, such as stocks, bonds, and cash alternatives, account for most of the ups and…