From First Conversation to Long-Term Plan — Here's How We Work

30 Years of Toy Story - What It Has To Say About Your Financial Life

The original Toy Story came out 30 years ago, which means some of you took your kids to see it in theaters. Now you can bring your grandkids to see the latest one. Before you do, we thought it would be fun to revisit some of the iconic moments from the franchise and see what they say about your retirement.   Contact Info: Website: https://crystallaketax.com/ [https://crystallaketax.com/] Phone Number: 815-526-3092

Beach, Budgets, and Balance: What Vacation Planning Really Looks Like in Retirement

Summer's here. And somewhere between the excitement of planning a big trip and the anxiety of what it costs, a lot of retirees end up doing something that surprises us… they feel guilty about it. They worked hard, they saved, they planned for decades, and then they second-guess a beach vacation. Today, let's talk about how travel fits into a real retirement plan and how to enjoy it without guilt.   Contact Info: Website: https://crystallaketax.com/ [https://crystallaketax.com/] Phone Number: 815-526-3092

Maverick, Goose, and the Financial Danger Zone

It's summer- and nothing says summer quite like Tom Cruise as Maverick soaring across the sky in Top Gun. This year marks the 40th anniversary of the original film, and with Tom Cruise's birthday on July 3rd, we figured it was the perfect excuse to revisit some of the most iconic quotes from the franchise and see what they have to say about your financial life. Contact Info: Website: https://crystallaketax.com/ [https://crystallaketax.com/] Phone Number: 815-526-3092

Three Questions From People Thinking About Retiring In 2026

We're doing something a little different today. Three listeners wrote in with variations of the same question — am I ready to retire in 2026? Same question, three very different situations, three very different answers. Contact Info: Website: https://crystallaketax.com/ [https://crystallaketax.com/] Phone Number: 815-526-3092

From First Conversation to Long-Term Plan — Here's How We Work

A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, we’re walking through what it actually feels like to work with a firm- from the first conversation to ongoing guidance- so you know what to expect.   Contact Info: Website: https://crystallaketax.com/ [https://crystallaketax.com/] Phone Number: 815-526-3092