Articles & Resources

  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

“Smart!” “Brilliant!” “A no-brainer” “SO glad I did it!” These are the kinds of comments we routinely hear about Roth conversions. However, it’s easy to

Say the phrase “risk in retirement,” and most people will fixate about one thing and one thing only: stock market risk. That is the main

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

Unexpected tax bills or increased tax rates are no fun–especially in retirement.  How can you reduce the taxes you’ll have to pay when you’re no

Can your behavior make a difference in the returns you get on your investments? And can unwise behavior actually sink your chance at a good

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

The question we’re tackling in this post and video is an important one. In fact, it was the most Googled question in 2020. It deals

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

The world of finance has a number of “four-letter words” that people consider dirty. Among them: But here we want to focus on another word—a

When people think about diversifying their investments, most think in categories like “stocks,” “bonds,” “real estate,” etc.   They don’t think about diversifying the tax status

When it comes to investing, everybody’s got a strong opinion, a great idea, or an urgent recommendation. Blue chip stocks. T-bills. Real estate. Cattle futures.

  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

  If you’re like most people, retirement planning probably feels like one big, confusing puzzle. What do you do? Where do you stick your money?

  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?  

    How do you live out the rest of your life and make sure that you finish well?   There are 100 people in