Using your home equity to help fund opportunities or pay for unexpected expenses is common. But is it the most efficient way to use your resources? We believe a properly structured, dividend-paying, cash value, and Whole Life Insurance can provide... Read More
There are three types of behavior with money: The Spender, the Saver, and the Wealth Creator! Which one are you? More importantly, which one do you want to be? Tune into the Crystal Clear Finances YouTube Channel on Saturday mornings... Read More
“You need to get to where you are the depositor, the borrower, and the bank. No more middlemen! You and your family need to be the ones who profit from your hard work and the potential growth of every dollar!”... Read More
Family Banking can allow you to keep your money within your family! Why let others keep your interest or make money on you when you can take steps to create family wealth by learning how Family Banking works? Tune into... Read More
Transferring resources to our loved ones can be a satisfying expression of love, but is it the best step for them? Are they ready to receive the funds? Will it help or hinder their growth? Learn more on the Crystal... Read More
Once you understand your wealth potential, you can begin to plan the amount needed for retirement and the amount you could potentially transfer to those you love. Have you done your Wealth Potential calculation? Learn more on the Crystal Clear... Read More
By 2030 all baby boomers will be 65 years or older! According to the 2023 Modern Wealth Survey by Charles Schwab, it is estimated they will start transferring 53 Trillion dollars to their heirs! Are you ready? Watch the Crystal Clear... Read More
We believe wealth starts in your mind before it shows up in your account. What are you doing internally to prepare for wealth? Watch the Crystal Clear Finances YouTube channel to learn more… Watch us on our YouTube channel Find out... Read More
Financial planning should include goal setting, budgeting, reducing risk, building wealth, and understanding how taxes and inflation could impact retirement planning. Learn more on the Crystal Clear Finances YouTube Channel! Watch us on our YouTube channel Find out more on our... Read More
You can “Fake it till you make it” is a dangerous Money Myth! Unfortunately, people can spend their working years looking good, but enter retirement in a completely different situation. Don’t let this be you! Learn more about Crystal’s Top... Read More
