Retirement Success Blueprint With Michael Stewart

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Will talk about what is going on in the news, answer an email question and see what can we learn about money by exploring some quotes from the great Mark Twain.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

We’ve found that—for a lot of people—what they say and what they do don’t necessarily match. Let’s look at some examples in the financial world where you might be saying one thing, but your behavior indicates something different, and you don’t even realize it.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

This week we provide a positive spin on bear markets. We discuss the differences in a V and a W recovery type and how the three little bears story can correlate to the various bear markets.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

We take a break from the coronavirus conversation to catch up on some email questions sent into the podcast. We also have a brand new name but still with the same great content.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Just a quick note to let you know we're changing the name of the show. We are now the "Retirement Success Blueprint Podcast". You can still expect the same great information and financial guidance as before, just with a fresh coat of paint in the form of a new name.
A new episode is in the works and coming to you later this week!

This week, we'll discuss 7 items to think about during these economic times no matter if you are still working or if you've already retired. Since you've got some down time at home while we wait things out, consider re-evaluating these crucial pieces of your financial plan.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

It's time for an update on where we stand with the markets, the economy, and retirement planning as it relates to the Coronavirus pandemic.
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Have you ever gotten lost? Not that much fun is it? Well, getting lost in the car or in the woods is a lot like getting lost in retirement planning. Let’s look at the reasons that people get lost, and then how to get back on track...
Website: https://crystallaketax.com/
Phone Number: 815-526-3092