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Most people don’t realize that underestimating their retirement expenses by even $1,000 a month can meaningfully shift the long-term success of their retirement plan. Unfortunately,
Where Modern Behavioral Finance and the Bible Intersect Money is rarely just about math. Ask any financial advisor and they’ll tell you: our decisions around
You’ve probably heard it before: “Wait until age 70 to take Social Security so you get the biggest benefit.” That advice sounds simple, and for
If you’re a federal employee preparing for retirement, you’ve likely spent decades saving into your Thrift Savings Plan (TSP) and counting on your FERS pension.
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?
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
If you inherit money or property, one of the first questions that comes to mind is: Will I owe taxes on this? The short answer
*Disclaimer: As we discuss estate planning, keep in mind that as a financial advisor and a financial planner, we are not authorized to practice law.
Have you ever been surprised by how much you’re paying for Medicare? If so, you’re not alone, and the reason behind it may be lurking
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? Traditional Investing
Many people like to handle their own retirement planning. After all, choosing investments and managing your savings feels empowering. But there’s more to retirement planning
If you’ve ever wondered when the right time to make a Roth conversion is, you’re not alone. At Christy Capital Management, we work with federal
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
Here’s a question most people don’t ask (but more should be thinking about): Should I be investing in my Roth IRA differently than my traditional
Should I Retire or Keep Working? Lately a certain reality has been slapping you right between the eyes: These early mornings and long work days
Is there a chance the government might decide to change all the rules when it comes to Roth–and throw taxpayers a nasty, expensive curve ball?
Retirement brings significant shifts in life. You go from: What about financially speaking? The big financial shift we all face is moving from accumulation to
Let’s talk about those “required minimum distributions” (RMDs) that the IRS makes retirees take from their traditional TSPs or IRAs. At Christy Capital Management, we
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
If you want to cut your taxes now, there are multiple ways to do it. You can contribute to a traditional retirement account or put
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
It’s time we talked about RMDs. I don’t mean “Really Messy Desks” or “Rapidly Melting Desserts.” (Though both of those realities are problematic and worth
Talk about a cruel example of adding insult to injury… Your spouse dies. A few months later, while you’re still reeling from grief, your CPA
In this blog post and companion video, I want to address a question someone posted after watching one of our YouTube videos dealing with Roth conversions.
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