Articles & Resources

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

  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 your life after work and make sure that you finish well?   There are 100 people in the Bible that

We’ve all seen retiree success stories.  Jim is a great example. Around his 60th birthday, something significant happened in Jim’s heart. While still doing his

At Christy Capital Management, we work with hundreds of people every year. Want to guess what question they ask us more than any other?  That’s

I think most people understand that life insurance has a death benefit that’s payable at your death but are there also living benefit?   Are there

The Four Factors Behind Every Retirement Decision Some people are incredibly decisive. Faced with a choice, they go with their gut. There’s no hesitation and

What is the difference between financial freedom and financial independence? When you hear that does it sound like the same thing to you? There are

Most people want to be retired. But wanting to be retired and actually being ready for retirement are two very different things. At Christy Capital,

Imagine trying to plan a vacation without knowing:        (a) when you’re leaving or    (b) how long you’ll be gone. Talk about