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Greetings! I trust that this will find you well and in good spirits. As a retirement planner I am bombarded with information about it. Every now and then I see something I think is exceptional as relates to quality of life. The following article from Research Magazine I believe makes…

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…

10 Tips for a Successful Rollover: FINRA

Greetings! I hope that this finds you well and enjoying life. Since the beginning of the year there has been a lot in the media about a possible correction in the markets. Obviously that possibility always exist. However with the markets at an all time high at the beginning of…

Greetings! I trust that this finds you well and enjoying life.   Please find attached a review of the markets and the economy for last week. I know that you will find it to be beneficial in developing awareness of how the economy and markets work. Remember that knowledge provides…

Greetings! I trust that this finds you well and enjoying life. Time marches on and you’ll soon be receiving your 2013 W-2 and 1099’s. So it’s not too soon to begin thinking about preparing your 1040 return for last year and all that is involved in that. Getting a jump…

Greetings! I trust that this will find you well and in good spirits in the New Year. Over the years I’ve come to conclude that the two biggest issues in life that we can do something about, which get in the way of success are procrastination and fear of change.…

Greetings! I trust that this finds you well and in good spirits. I hope that your New Year will be healthy and prosperous. Call if we can help in any way. Best regards, Jeff Christian CFP,CRPC

Greetings! I trust that this finds you well and in good spirits. Well here we are once again. The biggest celebration of the year, and well it should be; Emanuel – God with us. I want to encourage you to use these twelve days of Christmas to relax more, expect…

Greetings! I trust that this will find you well and enjoying life! In my role as a retirement planner, it has been interesting to observe how some individuals and couples seem to have more quality of life in retirement than others. This occurs for a number of reasons some financial…