Retirement Success Blueprint With Michael Stewart

Should You Follow These Popular Retirement Rules of Thumb?

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.
 
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092

What They’re Saying: Analyzing Advice On Surviving A Bear Market

It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll breakdown the guidance to provide some important context and perspective.
 
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Can You Get An A+ On Our Retirement Planning Quiz?

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Are You A Risk Taker? How To See If Your Tolerance For Risk Matches Your Plan

Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these angles as we break down the role of risk in your financial and retirement plan.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Why Retirement Planning Ain’t What It Used To Be

In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Secret To Retirement Success: Get Out Of Your Own Way

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.
 
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Website: https://crystallaketax.com/
Phone Number: 815-526-3092

What To Do As You Count Down The Days To Retirement

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Common Housing Questions From Retirees

Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind.
 
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

The Retirement Diet: Fixing Unhealthy Financial Habits

We all know some of the basic secrets of eating healthier to lose weight, limit disease, and live longer. Avoid empty calories, try to limit your added sugar, and lower those pesky trans fats are just some examples. But how can we spot similar unhealthy habits in the financial world? We’ll talk about it on this episode and help you fix some of your unhealthy financial habits. We will also discuss some important birthdays you should pay attention to in your retirement planning.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092

Guessing In Retirement

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess.
Contact Info:
Website: https://crystallaketax.com/
Phone Number: 815-526-3092