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Financial Planners That Care
Life has a way of bringing you to forks in the road. Whether you approach these decisions with excitement or uncertainty, it's incredibly important to surround yourself with people who can provide you honest, thoughtful advice at any junction. At Crossroads Financial, we position ourselves at the intersection of your current finances and your future goals to help you make sense of all of your options and pinpoint the direction that is truly best for you. Join our family today, and let us take the stress out of planning for tomorrow.Contact Us
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
An inside look at how marginal income tax brackets work.
The item most homeowners forget on their home improvement project checklist is insurance.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
What’s the deal with your yearly free credit report?
How literate are you when it comes to your finances? Brush up with these five basics.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Have you found yourself suddenly single? Here are 3 steps to take right now.
A special needs trust helps care for a special needs child when you’re gone.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There’s an alarming difference between perception and reality for current and future retirees.
There are hundreds of ETFs available. Should you invest in them?
Do you know how to set up your financial goals for success? This knight does.