Blog
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. The federal estate tax threshold rose to $25.84 million in 2023 for married couples and $12.92 million for individuals, as part of the Tax Cuts and...
Thank You
We want to take a moment to thank our seniors for their incredible contributions to our communities and our economy. From building successful careers to raising families, older Americans have made a lasting impact on our world. Happy Older Americans Month! Securities...
Connecting With Community
This May, let's encourage our elderly loved ones to get involved and give back. From volunteering at a local organization to joining a social group, there are so many ways to connect and make a difference. Let's spread joy and positivity this Older Americans Month!...
Staying Active & Healthy
One of the best ways to support our seniors is to encourage them to stay active and healthy. Whether it's taking a daily walk, practicing yoga, or trying a new hobby, staying active can have a big impact on overall health and happiness. Securities offered through...
Let’s Celebrate!
May is Older Americans Month, and we want to take a moment to recognize the incredible contributions of our seniors. From sharing wisdom and experience to staying active and engaged, older Americans have so much to offer our communities. Securities offered through...
Review your Retirement Strategy
If you are within a few years….
Received a Raise?
When your paycheck increases,…
Tax Implications in Retirement
A finer retirement strategy….
Reducing Expenses in Retirement
If you can reduce some of….
Switching Jobs and Retirement
If you are switching jobs….
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Newton KS 67114
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E: rich@crossroadsfinadv.com