In the final session of “Are you being Sold/12 Questions to Ask When Looking for an Advisor”, Crystal discusses the importance of an advisor needing a plan for documentation, cybersecurity, and being willing to invest in a quality team. Watch... Read More
Join Crystal Langdon, CFP®, as she continues Part 3 of “Are you being Sold? 10 Questions to ask when looking for an advisor you can trust!” Today’s topics include understanding the sales process of an advisor and determining if it... Read More
Don’t Get Sold! Learn the questions to ask so you can find the advisor who is right for you. Join Crystal Langdon as she presents her three-part “Don’t Get Sold!” series on the Crystal Clear Finances YouTube channel. Watch us... Read More
According to the US Bureau of Labor January 2023, there are 83 million working families in the US but there are only 300,000 financial advisors in the US ready to advise them! 95,000 advisors are Certified Financial Planner and only... Read More
There are six phases of retirement: The Honeymoon, Rest and Relaxation, Disenchantment, Reorientation, Retirement Routine, and Termination. Which phase are you in? Do you recognize the signs? Learn more on the Crystal Clear Finances YouTube Channel. Watch us on our YouTube... Read More
Every transition begins with an ending, even retirement! You have to let go of where you are now to enter the new season ahead of you… Understanding how to navigate the ending of a career, while facing the discomfort of... Read More
Find financial clarity so you can live and give in a manner that reflects your core values! Tune into the Crystal Clear Finances YouTube Channel every Saturday morning. Watch us on our YouTube channel Find out more on our website at https://crystalclearfinances.com/... Read More
It is more blessed to give than receive but when you give, be intentional! Let your resources partner with organizations that create impact and reflect your values. Learn more on the Crystal Clear Finances YouTube Channel Watch us on our YouTube... Read More
So, another year ends. Did you stop to think about everything you are grateful for, and how to prepare for 2024? We have some financial tips for you: Year-end checklist: Required Minimum Distributions: What are they, how are they calculated,... Read More
What should you experience when meeting with a financial planner? A generic computer-generated plan or a comprehensive plan designed with you in mind? At Crystal Clear Finances, we believe you are unique and will create a plan that is customized... Read More
