Retirement Success Blueprint With Michael Stewart

Sometimes numbers, figures and stats can go in one ear and out the other. But on this episode, we’ll break down 5 important statistics that are worth taking a moment to understand. They’ll underscore some very real problems people face when prepping for retirement. We’ll explore those problems and talk about possible solutions.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

There are many more risks to guard against in retirement planning than most people realize. Let’s explore some of the planning risks we all face and how to prepare for them.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092
 

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan. We will also discuss the Illinois tax debate that is on the docket come this November.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Just like your iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. So let’s find the similarities in building a strong financial plan and a dream home.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092