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.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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What Smart Investors Know
Smart investors take the time to separate emotion from fact.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.