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.

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Website: https://crystallaketax.com/

Phone Number: 815-526-3092

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?

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Website: https://crystallaketax.com/

Phone Number: 815-526-3092

We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today, we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money…

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Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Are you saving so much for retirement that it’s squeezing your life today? In this episode, we’re answering a smart viewer question about finding the right balance between preparing for the future and living fully in the present.

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Website: https://crystallaketax.com/

Phone Number: 815-526-3092

It's been a volatile month. And if you’re feeling the pressure, you’re not alone. But how we respond in moments like this often has roots in the crashes we’ve lived through before. In this episode, we look at how past market meltdowns shaped investor psychology, how today’s chaos might be leaving its own mark, and what lessons we can take with us to navigate what’s next.

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Website: https://crystallaketax.com/

Phone Number: 815-526-3092

The headlines are loud, the markets are messy, and your gut might be telling you to do something — anything — right now. But what should you actually do when your portfolio takes a hit?

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Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Valentine’s season is all about love, but let’s be honest, money plays a huge role in any relationship. Whether you’ve been together for decades or are just starting out, financial stress can put a strain on even the strongest partnerships. So, how do you talk about money without killing the romance? In today’s episode, we're looking at the questions every couple should ask about finances and retirement.

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Website: https://crystallaketax.com/

Phone Number: 815-526-3092

For years, $1 million was considered the gold standard for retirement savings. But is it really enough? A new analysis shows that depending on where you live, that million could last a lifetime… or barely 15 years. In this episode, we break down the shocking cost-of-living differences across states and see if $1 million saved is enough or too little for your retirement plan.

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Website: https://crystallaketax.com/

Phone Number: 815-526-3092