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You’ve been sticking money faithfully into your traditional IRA (i.e., individual retirement account). But a friend recently told you that you could avoid paying
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
As you’re planning for your retirement, you want to use whatever resources you have available to help you achieve your goals. That
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
When is the right time to do a Roth IRA Conversion? Do you just do it whenever you want, or should you have a
On the one hand, the thought of retirement is exciting. Just hearing the word can make wonderful daydreams start playing in the theater of our
Are they Prepared to Inherit Your Money? Today we are talking about Legacy. By and large, most people have their spouse and then eventually
When it comes to preparing for retirement, when is enough, enough? One of the first things we do for people is to work up
It may not be the same as getting married or becoming a parent, but leaving the workforce is a major, life-changing event. In our
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