Tune in today for Part II of Retirement Tax Planning Strategies! Prevent penalties and bad decisions that can be avoided with proper planning. Learn how life insurance can benefit you… Join us right where we left off last week, changes... Read More
Today we focus on Five Retirement Tax Planning Strategies: The Secure Act Roth Conversions Life insurance Charitable Tax Planning Required Minimum Distributions otherwise known as RMD’s You can have Confidence for every financial decision! Watch us on our YouTube channel Find... Read More
Talking topics that Advisors normally don’t like to talk about! Taboo Topics! Crypto, Accredited Investors, ESG funds that were stripped of their title(s)… You can have Confidence for every financial decision! Watch us on our YouTube channel Find out more on... Read More
On today’s episode Crystal gives us specific Tax Tips For Each Season. What can you do this year to alleviate taxes for next year? Do you have too many taxes taken from your paycheck? Have you passed the Social Security... Read More
On today’s episode Crystal walks us through her evaluation of what has happened since January and how it has impacted the market and our finances. Crystal has gathered information from Bob Doll, who is a commentary and Chief investment officer... Read More
On this weeks episode, Taxes Part I, Crystal talks about TAXES! What if we could help you discuss all of the different options available to you! Can you imagine intentionally choosing where to put your money so you actually end... Read More
What is IRMAA? IRMA stands for Income Related Monthly Adjusted Amount. When you are doing a Roth Conversion and you are in two years of taking your Medicare payments. The government will look at that and say your income is... Read More
In Taxes Part II Crystal talks about how we can intentionally make decisions to pay the least amount of taxes as possible! Last weeks episode talked about 3 account types you can invest in; taxable accounts, tax deferred accounts, or... Read More
On today’s episode Crystal conducts an interview with Shaun Morgan, manager of Investment Marketing for Eventide. Eventide is a biblically based investment company that tries to honor God and serve its clients by investing in companies that create compelling value... Read More
What a dream today is! On this mornings episode Crystal Interviews the Founder of Kingdom Advisors, Ron Blue. Kingdom advisors is a values based community that collides faith and investing! Hear how Ron started this platform of “help and hope”... Read More
