Have a kid heading off to college? Here are a few tips.
CROSSOVERPNT.COM
A Cheat Sheet for Sending Your Kid to College
Wall Street has a lot of cliches. How many do you know?
#WallStreet
CROSSOVERPNT.COM
16 Wall Street Cliches in 60 Seconds
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
CROSSOVERPNT.COM
When Should You Take Social Security
Children with special needs may need ongoing help after theirparents are gone.
CROSSOVERPNT.COM
4 Steps to Protecting a Child with Disabilities
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
CROSSOVERPNT.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
You face sequence of returns risk. Know what it is? #investing #investmentrisk
CROSSOVERPNT.COM
The Investment Risk No One’s Ever Heard Of
Your #insurance needs don’t stay the same when the nest empties, but what changes?
CROSSOVERPNT.COM
Insurance Needs Assessment: For Empty Nesters and Retirees
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
CROSSOVERPNT.COM
Disability and Your Finances
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
CROSSOVERPNT.COM
Estate Management 101
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
CROSSOVERPNT.COM
Monthly Market Insights | October 2020
A home is the single largest financial commitment for most people. What mortgage fits you best?
CROSSOVERPNT.COM
Choosing a Mortgage
A #homewarranty may make sense, but you need to set proper expectations.
CROSSOVERPNT.COM
Making Sense Of A Home Warranty
There are four basic steps to calculating the value of an estate.
CROSSOVERPNT.COM
Four Steps to Valuing an Estate
Just entering retirement? Here's what you need to know.
CROSSOVERPNT.COM
9 Facts About Retirement
Attention Estate Executors: Do you know about the Alternate Valuation Date?
CROSSOVERPNT.COM
Understanding the Alternate Valuation Date
LPLRESEARCH.COM
Market Update: Wed, Oct 28, 2020 | LPL Financial Research
Childhood attitudes and habits can determine your child's health in his or her adult years.
CROSSOVERPNT.COM
Raising Healthy Children
Saving for college doesn’t have to be as complicated as college itself.
CROSSOVERPNT.COM
Saving for College 101
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
CROSSOVERPNT.COM
Monthly Market Insights | January 2021
Have a kid heading off to college? Here are a few tips.
CROSSOVERPNT.COM
A Cheat Sheet for Sending Your Kid to College
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
CROSSOVERPNT.COM
Should You Invest in Exchange Traded Funds?
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
CROSSOVERPNT.COM
Breaking Down the Parts of Medicare
Do you know how long it may take for your investments to double in value?
CROSSOVERPNT.COM
The Rule of 72
The truth is a little more complicated with these personal finance idioms.
CROSSOVERPNT.COM
The Latte Lie and Other Myths
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
CROSSOVERPNT.COM
The Long Run: Women and Retirement
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
CROSSOVERPNT.COM
A House Divided
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
CROSSOVERPNT.COM
Monthly Market Insights | February 2021
Buying a home may be your largest financial commitment. Which loan is best for your situation?
CROSSOVERPNT.COM
Fixed or Variable Mortgage, Which Should You Pick?
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
CROSSOVERPNT.COM
Social Security Benefits: How Much Will I Receive
Generate income and rebuild principal. A powerful one-two punch.
CROSSOVERPNT.COM
Split Annuity Strategy
