Roth Convert Before or After Retirement?
There’s a lot of chatter today about Roth conversions. If you’re like most people, you’ve got questions: As a financial planner at Christy Capital Management,
Helping you prepare
for Federal Retirement
1) FERS CALCULATOR
This is a good first step as you develop
your plan for federal retirement.
2) monthly webinars
We host monthly educational webinars on
retirement topics for federal employees.
3) ARTICLES & VIDEOS
We have a growing library of articles
and videos for your education.
Helpful Articles & Videos
For Federal Employees
Four Questions to Resolve Before Retirement
Mention retirement and most federal employees start wondering: All excellent questions! But there are four bigger, more pressing questions you should tackle first. They are:
Can You Have Too Much in the Wrong Accounts?
Is it possible to have too much taxable money? Most people today would hear that question and practically scream, “Absolutely NOT! You can NEVER have
Social Security Taxation: What You Need to Know
Let’s tackle a topic that concerns many retirees: How–if at all–are Social Security benefits taxed? This issue sparks a lot of confusion, with some people
15 Questions Federal Employees Should Ask Before Retiring
Nobody wants to stumble into retirement unprepared. And at Christy Capital Management, we don’t want that for you. (That’s why our mission is to help
Is it Too Late to Start a Roth TSP?
When I’m talking with people about their federal retirement, they often say to me, “I only have a year or two until I retire, and
Latest Federal Retirement Videos
6 Videos
Federal Retirement’s not a new concept.
But it is new to you.
Your next chapter shouldn’t feel like a big mystery. And it shouldn’t be a source of anxiety or dread.
You need a financial advisor team you can trust… and a plan that leads to a meaningful future. Imagine using your wealth in a way that aligns with your deepest values and makes life better for others. Imagine how great it would feel to finish well.
Sound good? Then stop imagining and take the practical first step toward a meaningful future.
Here's How it Works
1. Get Acquainted.
Everything we do is built on relationships. So let’s meet. Tell us all about you–your history, your relationships, your dreams and your assets. As a christian financial advisor, we’ll gladly answer any questions you have about us. Learn more about us.
2. Create a plan.
Working together, we’ll tailor a plan that reflects your deepest beliefs and biggest hopes. Then we’ll implement that plan, carefully monitoring it, and making necessary corrections along the way.
3. Finish well.
You’ll navigate retirement with the confidence that you have enough. Even better, you’ll have a clear purpose and be positioned to invest in the causes that matter most to you.
Leave a legacy that aligns with your beliefs.
Retire with guidance
In unpredictable times and with constantly changing laws, converting retirement savings into regular retirement income can be confusing. Instead, be confident knowing what assets you need.
Retire with confidence
Most people fret about retirement. As a fiduciary financial advisor, our clients enjoy peace-of-mind knowing they’ll have the assets they need for the next chapter of life.
Retire with purpose
The best retirement isn’t “from” work. It’s “to” new challenges! We help our clients strategize ways to invest their resources in the things that matter most.
