Retirement Matters with Michael Stewart

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Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.

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Title: Are You Making These Classic Pre-Retiree Mistakes?

Unique Planning Challenges

July 19th, 2018

Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the… Go to Episode

Your Money Mission Statements

July 5th, 2018

Mission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out whether you’re effectively… Go to Episode

Your Money Mission Statements

July 5th, 2018

Mission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out whether you’re effectively… Go to Episode

Getting Started: A Financial Plan’s First Steps

June 21st, 2018

For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on a first step to get… Go to Episode