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… ...

Greetings! I trust that this will find you well and enjoying life. Some of you are aware that I went on a mission trip to India earlier in the year. The biggest impression of my experience is how fortunate we are to live in America. The principals that our nation… ...

Greetings! I trust that this will find you well and enjoying life.   I want to challenge you about something today. Do you have too much cash sitting in the bank earning .25%? As we get older we tend to want more liquidity for security purposes which is understandable, however… ...

Greetings! I trust that this will find you well and enjoying life. It’s Veteran’s Day. In honor of the great sacrifices veterans make for our country and for the freedom they provide, I will dedicate this weeks’ weekly update to them. I want to encourage you to contact a vet… ...

Greetings! I trust that this finds you well and enjoying life. I have been thinking a lot about our children lately. The world they will experience in retirement will likely be quite different from ours. No doubt they won’t experience the same benefit level from Social Security and Medicare as… ...

Greetings! I hope that this finds you well and in good spirits.   Well here we are once again facing some potentially big economic uncertainty with the strong possibility of government shutdown because of budgeting issues in Washington. It’s beginning to feel eerily familiar isn’t it! How do you manage… ...

Greetings! I trust that this will find you well and enjoying life.   More confusion resulting from the federal governments’ actions caused big gains and losses in the markets last week. That’s beginning to sound all too familiar isn’t it! The final segment in our three part series on the… ...

Greetings! I trust that this will find you well and enjoying life. If you’re like me you have a huge sense of relief that at least for the time being we’re not taking military action against Syria. The markets certainly felt the same last week based on gains experienced. Furthering… ...

Greetings! I trust that finds you well and in good spirits. Last week I wrote about the importance of knowledge in regards to staying current on the economy and the markets. This week I want to begin a series on the three part process that we use in helping our… ...

Greetings! I trust that this finds you well and enjoying life and rested from Labor Day. Another down week across the board in the equity markets last week to close out a lackluster month. The old adage “dog days of summer” seems appropriate. For the month of August the DOW… ...

Greetings! I trust that this will find you well and in good spirits. Our regular readers will notice a new format in this weeks’ market update. The new format I believe is easier to read and absorb, therefore should be more beneficial. In my way of thinking it has more… ...