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Greetings! I trust that this finds you well and enjoying life. To live well in retirement, you have to embrace change and longevity planning. As you get older your circumstances will continue to change, sometimes rapidly. What doesn’t change is your desire to be independent, to have social connections that enrich your…

Greetings! I trust that this will find you well and enjoying life. What separates a great retirement from a good retirement? Often I observe in retirees that more than anything it’s a state of mind. Here are several ways to view life that when embraced, can do much to enrich your…

Greetings! I trust that this will find you well and in good spirits. Christmas, what a wonderful time of the year! Family is so important to Christmas. I hope you have an opportunity to experience your loved ones at this time of the year and become renewed through it. Giving is…

Greetings! I trust that this will find you well and enjoying life. Cyber security is an issue that we all should be aware of and consider as far as the effect a cyber-attack can have on our lives. The internet is the tool that most of us use to conduct…

Greetings! I trust that this will find you well and enjoying life. With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind.…

Greetings! I trust that this will find you well and in good spirits. Have you ever considered a home equity line of credit (HELOC) as a resource in retirement? For those of you that are not familiar with them, a home equity line of credit is simply an open line of…

Greetings! I hope this finds you well and enjoying life. I saw this piece recently and I felt there was a lot of solid information in it you might be able to use. Don’t hesitate to call if we can help in any way. Best regards, Jeff Christian CFP, CRPC…

Greetings! I trust that this finds you well and enjoying life. As you grow older, housing issues become an integral part of your retirement plans. You may be living on a fixed income and want to get additional cash by borrowing against the equity in your home. You may feel isolated…

Greetings! I trust that this will find you well and enjoying life.  Here are some common financial mistakes people fall prey to as they approach retirement. Do a quick check to make sure that you avoid them. In Your 40s and 50s Trying to keep up with the Joneses. Appearances can be deceptive.…

Greetings! I trust that this will find you well and enjoying life. Objectivity isn’t something that most of us would tend to consider or wonder about when it comes to financial advisors. It just stands to reason that any organization or anyone in the business of helping people secure their…