• Two Advisors, Twice the Confusion?
    Oct 16 2025

    Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we’ll tackle a person’s question about this very dilemma.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

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    11 Min.
  • Do Your Feelings Belong in Your Financial Plan?
    Oct 2 2025

    Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story. The truth is, your feelings about money can have just as much impact on your retirement as the numbers do. Today, we’re exploring the emotional side of planning.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

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    16 Min.
  • Fuzzy Math Is Sabotaging Your Financial Future
    Aug 21 2025

    You’ve probably said it before. ‘I ran the numbers, and I should be fine.’ But what if the math you're relying on isn’t telling the whole story? Today, we’re unpacking some of the most common examples of fuzzy retirement math and showing you how to spot them before they cause real problems.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

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    19 Min.
  • Inflation Is Still Wrecking Retirement Confidence
    Aug 7 2025

    Inflation may not be in the headlines like it was in 2022, but for most Americans, it’s still public enemy number one when it comes to saving for retirement. A new Schwab survey reveals just how many people still feel unprepared and how that affects their confidence in their financial future.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

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    18 Min.
  • 7 Retirement Assumptions to Reconsider in 2025
    Jul 24 2025

    Just because something used to be true doesn’t mean it still is, especially in retirement planning. In 2025, rising interest rates, tax uncertainty, and longer retirements mean it’s time to rethink some of the old advice. These seven assumptions sound smart at first… but they could quietly hurt your plan if you’re not careful.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

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    19 Min.
  • Not Every Retirement Plan Fits Neatly In A Box
    Jul 10 2025

    No two retirements look the same, and often clients come in with circumstances that make a cookie-cutter plan impossible. Let’s look at some examples of these more unique and challenging scenarios and explore the solutions you’ll need to successfully retire.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

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    17 Min.
  • The 4 Things You Can Control in Retirement
    Jun 26 2025

    Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that actually move the needle in retirement.

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

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    18 Min.
  • Retirement Breaking News: The 4% Rule Gets a Makeover
    Jun 12 2025

    The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision?

    Contact Info:

    Website: https://crystallaketax.com/

    Phone Number: 815-526-3092

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    17 Min.