Crystal welcomes you Christmas morning talking about the value in something other than money. She talks of memories and the value in the community we keep! She takes time to share about the Christmas morning memories from her own family... Read More
In today’s episode Crystal answers four questions about getting ready for retirement. How much should I be saving or investing? How much return should I be making on my money? When do I get to retire? How long will my... Read More
Last week we reviewed what happened in the past year. This week we are discussing what’s ahead. With the new administration in power there are talks of changing the tax law. Today Crystal and George discuss what could be in... Read More
Who can believe its the end of the year already!? We’ve had a hectic year filled with a lot of uncertainty due to covid and it is still having affects on the market today. Today Crystal and George go over... Read More
As we spend time with friends and family around the table we get to reflect and think back on the year for all the things we are thankful for. From our office to your home we want to wish you... Read More
What do Ray Crock, JC Penny, and Walt Disney all have in common? Whole life insurance. All of them became their own bank when they needed money because of the cash value in their policies. In the money world there... Read More
This year has been filled with uncertainty and hardships. Nothing stayed the same and people were left in the dark living day by day. That is why it is important to have a plan not only in life but in... Read More
Everyone in life is searching for their why. What gets them up in the morning and what gives them their purpose. When you understand your why, you’ll understand the process you follow. This doesn’t only apply to your life and... Read More
As a financial planner we deal with all types of people in different walks in life and in different stages of their life. From the 25 year old who just started their career to the post retiree. They both have... Read More
As we said in last episode, everyone has the ability to create wealth. It happens all the time people look at their retirement account and see this great sum of money but when its time to retire, Uncle Sam comes... Read More
Find Your Purpose, Grow Your Emotional Fortitude, & Steward Your Resources
by Applying the Wealth Equation to Your Finances!
