Featured Event:

June 16, 2023: 9th Annual Community Shred Event at 10:00 am… learn more

Form CRS Call Us (800) 638-6900

Top 5 Social Security Filing Mistakes to Avoid (Ep. 14)

“When should I start taking Social Security?”...

Read this Post

Categories

September 19, 2023

Top 5 Social Security Filing Mistakes to Avoid (Ep. 14)

“When should I start taking Social Security?” “Can I claim spousal benefits? If yes, how much?” “How will my Social Security income be...

Read This Post

September 5, 2023

7 Common Retirement Planning Mistakes (And How To Avoid Them) (Ep. 13)

Do you know what makes or breaks your retirement? The assumptions and financial choices that might seem trivial at first, but have a significant...

Read This Post

August 22, 2023

How Much Money Do You Need To Retire? (Ep. 12)

How can you save for retirement if you don’t know how much money you’ll need? It’s time to calculate your financial finish line so you don’t...

Read This Post

August 8, 2023

Maximizing Your 529: The Power of Tax-Free Education Savings (Ep. 11)

Did you know that the average cost of college in the United States is a staggering $35,551 per student per year, including books, supplies, and daily...

Read This Post

July 24, 2023

Capital Market Review: 2nd Quarter 2023

The Burning Question: Recession Ahead or Smooth Sailing? In this quarter’s Capital Market Review, Jim Kruzan, CFP®, CRPC® dives deep into...

Read This Post

July 18, 2023

Are Health Savings Accounts Better Than a 401(k)? (Ep. 10)

Have you ever heard about the Health Savings Account (HSA) used in retirement planning? Simply put, if a 401(k) and a Roth IRA were to produce an...

Read This Post

July 4, 2023

Is Wealth Management Only for the Wealthy? (Ep. 9)

How much money do you need to have access to wealth management? In a world where wealth seems synonymous with exclusivity, it’s time to shatter...

Read This Post

June 20, 2023

Breaking Down the Bigger Bolder Retirement Formula, Part 4: Relationship Management (Ep. 8)

Many people overlook relationship management in retirement planning, but it plays a crucial role in our Bigger Bolder Retirement Formula. In fact, we...

Read This Post

June 6, 2023

Breaking Down the Bigger Bolder Retirement Formula, Part 3: Wealth Protection and Charitable Giving (Ep. 7)

In our previous episode, we talked about two key components of advanced planning, which is a crucial part of the Bigger Bolder Retirement Formula....

Read This Post