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Christy Gatien, CFP®
Credit Card Debt
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Retirement Portfolio Lifespan
Federal Income Tax
Roth IRA Conversion
Taxable Equivalent Yield
Cash Flow Analysis
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance
Financial Management Insight: Strategies to Help Build Your Future
Understanding Social Security and Medicare: America’s Retirement Safety Net
Higher Education: College Saving and Funding Strategies
Investing Basics: Embark on Your Wealth-Building Journey
Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
Wealth Preservation: Planning to Leave a Legacy
HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
How Taxes Impact Your Retirement-Income Strategy
A Mortgage Recast Is an Alternative to Refinancing
Does the Social Security COLA Help If You’re Not Receiving Benefits?
Most Grocery Shoppers Aren’t Fooled by Shrinkflation
Cheaper Hearing Aids Are Coming to a Store Near You
HOT TOPIC: Rescuing America’s Safety Net
Diversifying with Market Caps
Keep an Eye Out for IRS-Related Scams
Social Security Offers Benefits from Birth Through Old Age
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Bear Market Emotions: Strategy vs. Reaction
HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks
Are You Eligible for Any of These College-Related Federal Tax Benefits?
Time for a Spring Cleanup: Organizing Your Financial Records
Retiring in a Down Market? Don’t Panic
Trusts — Not Just for Estate Taxes
Business Owners: Should You Organize as an LLC?
HOT TOPIC: Red Ink: The Debt Ceiling and Deficit Spending
Key Retirement and Tax Numbers for 2023
Creating Your Own “Operation London Bridge”
Double Up with a Spousal IRA
When Should Young Adults Start Investing for Retirement?
The Inflation Experience is Painful – and Personal
HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
Balancing Stocks and Bonds in One Fund
Three Ways to Help Simplify Your Finances
IRA Strategies: After-Tax Money and the Pro-Rata Rule
Small Businesses Should Prepare for Stronger Tax Enforcement
HOT TOPIC: Is the Yield Curve Signaling a Recession?
Stretch IRA Alternatives
A 529 Plan Can Help Jump Start Your College Fund
Tips for Safe Online Shopping
Taking Control of Your Retirement Savings
Naming a Trusted Contact
HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Sectors: Overweight, Underweight, or Just Right?
Is It Time to Buy an Electric Vehicle?
IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
Talk About These Money Matters Before the Wedding
Fraudsters and Scammers Pocket Nearly $6 Billion in 2021
HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
Famous People Who Died Without Proper Planning
Retirement Savings in a Volatile Market
Virtual Health Care Is Here to Stay
How Funding an HSA Could Help Strengthen Your Retirement Strategy
HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
Passive, Active, or Both?
Building Financial Resilience
Donor-Advised Funds Combine Charitable Impact with Tax Benefits
Small Businesses Are Short-Staffed and Overwhelmed
HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
Dividends for Income and Total Returns
What the Red-Hot Job Market Means for Workers
Preparing for a Natural Disaster
Diversifying Your Portfolio with International Flair
Inflation Protection for Investment Dollars
Uncle Sam Wants to Know About Your Gig Income
Sticker Shock Is No Joke for Car Buyers
Six Steps to Starting a New Business
A Wealth of Information: How to Read a Mutual Fund Prospectus
Should You Consider Tapping the Equity in Your Home?
Adjusting Your Tax Withholding
WEP and GPO Can Reduce Social Security Benefits
What Key Estate Planning Tools Should I Know About?
How Can I Control the Distribution of My Estate?
Can I Benefit from an A-B Trust?
What Gifting Strategies Are Available to Me?
What Is the Best Form of Property Ownership for Me?
What Is a SEP IRA?
What Is a SIMPLE?
What Is a Roth 401(k)?
What Is a 403(b) Plan?
Will Social Security Retire Before You Do?
How Can I Estimate My Future Social Security Benefits?
What Are My Retirement Plan Distribution Options?
What Is a Traditional IRA?
What Is a 401(k) Plan?
How Should I Manage My Retirement Plan?
Save Now or Save Later?
What Is a Roth IRA?
What Is the Capital Gain Tax?
What Is the Estate Tax?
What Is the Gift Tax?
How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
What Is a Required Minimum Distribution?
When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
What Are Dividends?
How Are Growth and Value Stocks Different?
What Is Stock?
What Is Diversification?
What Types of Bonds Are Available?
What Is a Bond?
What Is a Stock Index?
What Investment Risks Should I Know About?
What Is Asset Allocation?
How Can I Save for My Child’s College Education?
What Are Some Tips for Managing My Money?
How Do Money Market Mutual Funds Work?
What Advantages Does a Biweekly Mortgage Offer?
What Are Some Smart Ways to Refinance?
What About Financial Aid for College?
How Does Inflation Affect Me?
Is a Home Equity Loan or Line of Credit Right for Me?
Why Purchase Life Insurance?
What Is Life Insurance for Business Owners?
What Is Term Life Insurance?
How Can I Insure My Future?
What Are the Basic Types of Life Insurance?
Should You Pay Off Debt or Save for Retirement?
Should You Sell When the Market Drops?
3 Potential Benefits of Dollar-Cost Averaging
The Basics of Social Security Retirement Benefits
Financial Planning: Helping You See the Big Picture
Stocks and Stock Mutual Funds 101
Bonds and Bond Mutual Funds 101
The Pros and Cons of a Big Tax Refund
Do You Know Who Your Beneficiaries Are?