Author: Jeff Christian

Greetings! I trust that this finds you well and enjoying life. Having a sound and structured process to save for retirement is so important. No matter where you are in the process the following thoughts should be helpful. Although most of us recognize the importance of sound retirement planning, few of us…

Greetings. I hope this finds you well and in good spirits! There is an enormous amount of research that points to the fact that we all have a chance to live longer in retirement than we anticipated. I saw a statistic recently that reported that all known medical information doubles every…

Greetings! I trust that this will find you well and enjoying life. I want to challenge you to examine something about yourself. My question to you is, what are you developing that you can become good at to pursue and use in retirement to provide value and meaning in your life,…

Greeting! I hope that this finds you well and enjoying life. A tax dollar not paid is a dollar in your pocket. Here are some tips that may assist you in trimming your tax bill in retirement. Give yourself options with the types of investment retirement accounts you own. Having a taxable…

I trust that this will find you well in every way. In retirement finances, there are forces that we can’t avoid like the cycles and volatility of asset classes, the management of a company we are investing in, or decisions made by the FED. However, there is a definite force that…

Greetings! I trust that this will find you well and enjoying life. It’s that time of the year again and I’m not talking Mardi Gras, I’m talking tax time. On any investment that is positioned outside of a tax shelter like an IRA or annuity you’re going to pay taxes on…

Greetings! I trust that this will find you well and happy. Just a reminder to be getting your income tax work done, April 15 will be here before you know it. Tax planning and tax strategy have taken on a whole new meaning as a result of the revisions in the…

Greetings! I trust that this will find you well and enjoying life.  I thought that this information on year end money moves might be helpful.  What has changed for you in 2022? Did you start a new job or leave a job behind? Did you retire? Did you start a family?…

Greetings! I hope and trust that this finds you well and enjoying life. I believe that it is very important to be aware of and to examine the consensus of our society as a whole in ways that impact us as individuals. Every year the Employee Benefit Research Institute provides us…

Greetings! I hope this finds you well and enjoying life. An increasing number of employees nearing retirement plan to work for at least some period of time during their retirement years. The obvious advantage of working during retirement is that you’ll be earning money and relying less on your retirement…