Christie E Malmborg, Financial Advisor

03/21/2026

💡 Ready to take control of your financial future?
Join me this Tuesday, March 24 from 6:30–8:00 p.m. in the Ravena-Coeymans-Selkirk HS Library for a FREE adult education class on investing basics!

Whether you’re brand new to investing or just want to better understand where your money is going, this class will give you a clear and approachable introduction. We’ll cover:

✔️ Key financial concepts
✔️ Stocks, bonds, mutual funds & ETFs
✔️ How different investments can support your personal goals

No experience needed—just bring your curiosity!

⚠️ Registration is required to attend, so be sure to sign up in advance to reserve your spot.

👉 To register:
• Message me directly
• Email: [email protected]
• Call or text: (917) 410-7462

Don’t wait—secure your spot and start building your investing knowledge today!

09/15/2025

📣 Still Time to Register!
💰 Free Retirement Income Planning Class – Tomorrow Night!

Are you nearing retirement or have you recently retired? Join me tomorrow evening (Tuesday, Sept. 16) for a free class designed to help you feel more confident and prepared when it comes to turning your savings into income.

📆 Date: Tuesday, Sept. 16
🕡 Time: 6:30–8:00 PM
📍 Location: Ravena-Coeymans-Selkirk CSD High School Library
💵 Cost: FREE!
👩‍🏫 Instructor: Christie E. Malmborg

We’ll talk about:
✅ Social Security, pensions, and investment withdrawals
✅ Strategies to reduce the impact of taxes & inflation
✅ Creating a sustainable income plan for retirement

This class is relaxed, conversational, and packed with valuable insights for pre-retirees and recent retirees—or anyone thinking ahead about retirement.

📲 To register, just send me a quick text, call, or email:
📞 917-410-7462
✉️ [email protected]

Feel free to tag a friend or share with someone who might benefit. I hope to see you there!

03/13/2025

Have you ever thought about investing but didn't know where to start? If so, you're in luck. I'm teaching Investing 101 at Ravena-Coeymans-Selkirk CSD High School on Wednesday, March 19th at 6:30PM. If you'd like to reserve a spot in this no-cost class, send me a PM! If it's not for you, please feel free to tag someone who could benefit.

02/26/2025

If I can get a few more people to sign up, I'll be teaching Income in Retirement at Ravena-Coeymans-Selkirk CSD high school on Tuesday, March 4th. In this class, I'll show you how to transition from your earning and accumulating years to a secure retirement. I'll help you understand how the different pieces, like your social security, and 401(k) among others, fit together to create a steady stream of income.

This class is great for anyone, but especially helpful to people looking to retire in the next five years.

No cost to attend. Please send me a message if you'd like to join us.

Send a message to learn more

09/16/2024

On Wednesday, September 25th at 6:30PM, I am teaching Income in Retirement at Ravena-Coeymans-Selkirk CSD High School. Please feel free to contact me here, or at [email protected], if you'd like more information. There is no cost to attend. It would be great to see you there.

Income in Retirement Description:
This course will help you plan your
transition from saving for retirement to
spending your nest egg. We will look at
the various sources of retirement income
and strategies to mitigate the impacts of
taxation and inflation on your retirement
finances. Ideal for the recently retired and
pre-retirees, but everyone is invited.

Send a message to learn more

03/24/2024

Last class for the spring session: (if you can call it that!❄️) On Tuesday evening I will be teaching Income in Retirement at Ravena-Coeymans-Selkirk CSD High School. This seminar can help you determine the best strategies for transitioning from your earning years to a comfortable retirement. I'm always looking to see new faces, so please send me a message if you have questions or would like to attend.

03/18/2024

On Thursday evening I will be teaching Women and Investing at Ravena-Coeymans-Selkirk CSD High School. This class explores the unique financial challenges women face and strategies to overcome them. If you're interested in attending this no-cost seminar, please send me a PM.

01/26/2024

The IRS announced its starting date for accepting and processing 2023 tax-year returns is Monday, January 29, 2024.

01/22/2024

The latest issue of Market Week is available.

01/18/2024

Here are a few good tips to protect yourself from fraud:

Typewriters vanished, and then cassette tapes and encyclopedias did, too. But paper checks are one piece of our analog past that persists. American consumers and businesses wrote 11.2 billion checks in 2021, far fewer than the 42 billion written at the start of the century. Despite the rapid decline...

01/16/2024

The latest issue of Market Week is available.