Category Archives: Retirement

Think Your Salary Can Bring You Safely to Retirement? Think Again… Christine’s Family Wealth Secrets

Hello: I made it through the first weekend as an empty nester.  I promised myself that instead of standing frozen in my new life without children, I will be productive. Soooooo, I walked 21 miles this past weekend; 13 miles … Continue reading

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Recently Divorced? Here’s Why You Should Put Aside Your Differences Come Tax Season… Christine’s Family Wealth Secrets

Hi: Hope you had a wonderful Memorial Day weekend. I spent time with my friend and colleague Nicolette Eberle with NY Life, at the Dancing Fox Winery in Lodi on Saturday. We were doing some research for our next event–that … Continue reading

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How Can I Plan for a Strategic Retirement?.. Christine’s Family Wealth Secrets

  Hello- Feeling a bit green today, and not sure why so will keep this brief, although we have exciting news having hired a new, very experienced attorney on our litigation side.  He will help Dave grow that side of … Continue reading

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How to Make Your First Million by Age 40… Christine’s Family Wealth Secrets

Hello. Another soggy weekend come and gone. Personally, I really like all of this cold and wet weather and am looking forward to getting up to the mountains before too long.  I’ll bet with the amount of snow we’ve had, it is … Continue reading

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Estate Planning After Marriage Equality: What All Couples Should Know… Christine’s Family Wealth Secrets

Hello from London! London is certainly a wonderful city and it’s especially so during the holidays, what with the vendors in Piccadilly Circus selling chestnuts, still warm from roasting, glittering lights and holiday displays at Harrods & Selfridges, and the … Continue reading

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Conscious Money Challenge: Know How You Are Invested… Christine’s Family Wealth Secrets

Hello: I had big plans this weekend and was unprepared for what happened. My horse of 22 years colicked on Saturday and sadly had to be put down. This was completely sudden and unexpected. He’s been a part of our … Continue reading

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Common Ways to Finance a Small Business… The Christine Chronicles

Hello. We’re off to Phoenix again, this time to do some fixing up of the fixer upper we’ve recently acquired.  We’re hoping, once all is said and done, that it will be a great place for Daniel and roommates, not … Continue reading

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Are You Leaving Your Retirement Account at Risk Due to Poor Planning?.. Christine’s Family Wealth Secrets

Hello. Both Daniel and his girlfriend, Serena, are home from their freshman years in college.  Boy did that year go by fast– for me anyway     And, unlike some of us who took time during summer vacation to, well, vacation, … Continue reading

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Got a Job? Here’s How You Can Save Money You Might Be Losing Right Now… Christine’s Family Wealth Secrets

Hi: I hit the ground running this morning and was in court at 8:30. This was a feat considering I was down for the count all weekend. I laid low, mostly sleeping and eating soup, something my mom always gave … Continue reading

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Retirement Planning Reality Check… Christine’s Family Wealth Secrets

Hello: I worked this weekend just one day which was a nice break. It’s been a busy January so far and I look forward to a busy and successful 2016. Cameron plays basketball on weekends and will be trying out … Continue reading

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