Articles & Resources

Mind the Gap If you’ve ever been on the London subway (Brits call it “the Tube”), you’ve seen the signs and heard the recorded announcement

When Greg showed up for our meeting, he had an armload of financial documents and a brain buzzing with questions.  He began our discussion by

We’ve been talking about principles and practices that–if understood and followed–can lead to a more satisfying retirement. In the first two posts of this series,

Last month, we started a three-part series about principles and practices that–if understood and followed–can lead to a more satisfying retirement.  I shared a few

Are there principles and practices that–if understood and followed–can help you enjoy a more satisfying retirement? At Christy Capital, we say an emphatic, “Yes!” In

The other day one of Kevin’s golf buddies mentioned getting a “double tax benefit” from his charitable giving. “Is that possible?” Kevin wonders. “Or, did

In this two-part series, we’re exploring the topic of legacy planning.  Why is this overlooked practice so important? And how do we make it about

I recently read an article titled 27 Ugly Truths About Retirement.  Twenty-seven is a lot to wade through, so I pared the list down to

In this two-part series, I want to explore the topic of legacy planning.  Why is this overlooked practice so important? And what can we do

Is some money “better” than other money? Or is all money the same? Suppose you have $500,000 split equally between your TSP, a 401(k), a

I was having breakfast with a friend. After a long, fairly successful career, he is pondering a career change–returning to his former career. A Hard

Buy an insurance policy. Establish an IRA or 401(k). Open almost any kind of financial account.  Among the many (MANY!) documents you’ll sign is one

  When it comes to estate planning, too many people are careless. They never get around to creating a will or a trust. Or, maybe

The Sanders are considering taking money out of their IRA to help their youngest child purchase a home in Nashville, where property prices are soaring.

Should you invest in a company that sells products made overseas by underpaid or underaged workers? What about an industry with a terrible safety record

In finance, the Rule of 4% is a well-known concept. It’s been tested and proven to aid individuals in planning for retirement.  What is this

Nobody wants to be stingy because nobody likes a Scrooge.  Deep down, I’m convinced we all want to be generous–if for no other reason than

You’d be surprised at how many people think retirement readiness involves just two factors: how old you are how much you’ve amassed in your portfolio

Most people believe that Roth retirement accounts don’t have any required minimum distributions (RMDs). Usually that’s the case. But, there are Roth Account RMD rules

There’s been a lot of discussion recently in the financial services industry about the difference between: (a) creating a financial plan;  and (b) doing ongoing

Ask 100 people in their 50s and 60s: “What are some of the biggest issues in retirement?”  You’ll likely hear answers like “insomnia,” “too many

  Should you start receiving Social Security benefits as early as possible—i.e., at age 62? That’s the question we want to tackle here. First, a

  At Christy Capital, we get frequent questions about Social Security benefits. One situation we’re often asked about is what happens if you retire in

  More and more people are talking about “values-based investing.”  What does that term mean? And how does values-based investing differ from traditional investing?