This entire month we are talking about 5 ways how to RESPOND to the Market not REACT. Although the stock market has provided a positive return over its lifetime, it is critical to understand the actual annual return. Basing a... Read More
Listen Today as Crystal takes us along on the journey of all different types of opportunities we can take advantage of when it comes to our money. What do we need to do to position ourselves so our money is... Read More
Too many people react instead of first thinking, about their response’s before they react. We need to RESPOND not REACT when the market doesn’t go the way we had planned. On Today’s episode Crystal is talking about Policy Loan Expenses,... Read More
This entire month we are talking about 5 ways how to RESPOND to the Market not REACT. When we get tired we get sloppy. If we put the steps in place before we get tired we can make sure you... Read More
This whole month we have talked about Tax Planning Strategies! Join us in the last episode talking about Roth Conversions and what the benefits are. *Hint hint – the benefits to a Roth Conversion, the withdrawals are tax free! You... Read More
Listen today for part III of Retirement Tax Planning Strategies! On this episode Crystal is talking about Roth IRA conversions. Before she jumps right in she takes a moment to explain the difference between and IRA and a Roth IRA... Read More
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
