A lot happened in 2025… Big political swings, stubborn inflation, new tax rules, and even a historic government shutdown. But what actually matters for your financial life? Today, we’re breaking down the year’s biggest headlines and what they may mean for your plan moving forward.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

You’ve heard the saying, “There’s no such thing as a bad question.” But in retirement planning… some questions are definitely better than others. The way you frame your question often determines the quality of your answer and, in some cases, the quality of your retirement.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

How do you know if your financial advisor is a bad fit for you? What about an advisor that you’re thinking about working with? What red flags should you be looking out for?

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we’ll tackle a person’s question about this very dilemma.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story. The truth is, your feelings about money can have just as much impact on your retirement as the numbers do. Today, we’re exploring the emotional side of planning.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

You’ve probably said it before. ‘I ran the numbers, and I should be fine.’ But what if the math you're relying on isn’t telling the whole story? Today, we’re unpacking some of the most common examples of fuzzy retirement math and showing you how to spot them before they cause real problems.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Inflation may not be in the headlines like it was in 2022, but for most Americans, it’s still public enemy number one when it comes to saving for retirement. A new Schwab survey reveals just how many people still feel unprepared and how that affects their confidence in their financial future.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092

Just because something used to be true doesn’t mean it still is, especially in retirement planning. In 2025, rising interest rates, tax uncertainty, and longer retirements mean it’s time to rethink some of the old advice. These seven assumptions sound smart at first… but they could quietly hurt your plan if you’re not careful.

Contact Info:

Website: https://crystallaketax.com/

Phone Number: 815-526-3092