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
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
