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
Join Crystal as she describes QLACs, Qualified Longevity Annuity Contracts, and how they could help individuals transfer their RMD into an annuity, satisfy their RMD requirements, and possibly lower the amount of taxes they owe today! Learn more about how... Read More
Wealth requires the integration of both sides of the coin! The cold hard numbers of finances and the softer side of wealth which includes your Mindsets, Memories, and the Money Myths you believe. Tune into the Crystal Clear Finances YouTube... Read More
Just like soft skills are needed to have an impact and promotion within a workplace, understanding the softer side of wealth can help empower individuals to provide for themselves and those they love financially. Tune into the Crystal Clear Finances... Read More
Qualified plans do 2 main things: They defer the tax and the tax calculation! So it’s important to ask ourselves, what tax bracket will I be in during retirement and what deductions will I have when it is time to... Read More
